Office tool
Mail Merge Preview and Export
Merge a text or HTML template with CSV records, preview missing fields, and download personalized files locally.
Merge records
Your entries and imported files are processed in your browser. Draft values are stored only in your browser until you clear the tool or site storage.
What this tool produces
Merge a text or HTML template with CSV records, preview missing fields, and download personalized files locally. The output stays editable through the form and can be copied, downloaded, or printed for review.
Review before sharing
Check names, dates, amounts, formulas, and policy assumptions against your source information. Browser-generated planning documents are working drafts and do not replace your organization's approval process.