On the first page of the Mail Merge wizard you will outline the process. The checkboxes determine which tasks you want to be included in the process. The three tasks on the left (Document, Email, and Log can be run independantly of each others, but may also be combined. For example you could make an email with a document attached to it and have the event logged in your database. In most cases when a checkbox is set an extra tab page appears in the wizard.
Name used to identify a saved process. It is used from the Process selection dialog
Indicate if you want all records in the data source to be selected or only the current one (see also Select records to process / create documents from)
Unless the user specifically selected a set of records, if checked apply process on all, if not checked apply only on the current record.
Create a word document. The checkboxes on the right concern the created document only.
If you checked Print (or Store or Email) you may not want to have the document opened at the end of the mail merge. In that case remove the check from Show Document. You can also do that later using Process Designer (see (Not) show created document).
Note: In case of emailing a Document as an Attachment using CDO the document must be closed before it is attached. For this reason it will not be shown, even if you checked Show.
Check Print if you want the document directly to go to the printer.
Check Store if you want the document to be saved automatically. This will add an extra wizard tab allowing you to set the appropriate options.
Check Fax if you want the document to be faxed. An additional tab appears in the wizard.
Check Email if you want to have an email produced thru mail merge. Additional tabs appear to specify To, Subject and Body, and Attachements, if any.
Check Log if you want to have details of every processed record logged in your database.