Create a Template with Merge Fields

Step 1:

Either create a New document to use or open an existing Standard Letter, such as appears in the video above.

In the case of a New document, add all of the text, branding etc to your document highlighting locations in which to add Merge Fields.

Step 2:

Open the Place Merge Fields screen and use it to add Merge Fields to your document.

Step 3:

Step 4:

When you are satisfied, Save the document anywhere you like including in a SharePoint Document Library. It can now be used as a template to do a Letter Merge