PDF Essential Microsoft Office 2010 7 Mail Merge and Related Operations ... Fig. 7.2 The Mail Merge Task Pane The process of merging data with a form letter involves the following six steps: 1. Select the document type. 2. Select the starting document. 3. Select the recipients of the form letter. 4. Write your form letter. 5. Preview the merged letters. 6. Complete the mail merge.