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How do I use Mail Merge?

Article ID: 2180
Last updated: 29 Apr, 2021

Mail Merge allows you to export client data into Microsoft Word documents, including letters and forms. You can access Mail Merge via Practice Manager. Please see the video below to walk you through the process or the written instructions further below.

  1. Open Practice Manager from the home screen.
  2. Select Mail Merge from the left-hand menu. To start with you will see the standard filter (all clients), but you can create custom filters.
  3. Select Create New Mail Merge, which opens the wizard. 
  4. Click Continue.
  5. Fill in the Name and Description fields for the Mail Merge. 
  6. Click Continue.
  7. Select the tax year and one of All Clients, Specific clients or Advanced client selection (Data mine).
  8. Choose your clients and click Continue.
  9. Check that the summary of clients is correct and click Continue.
  10. Select a template from the list and click on Use Template.
  11. The template will open in Microsoft Word, where you should edit any sections that are highlighted in yellow.
  12. When you've made all relevant changes to the template, click Finish & Merge on the top toolbar of Word.
  13. Click OK.
  14. Your merged document should now appear on screen with merge details of your clients.

PLEASE NOTE: You can save a list of clients that you might use frequently by clicking on Finish & Save on the Finish screen.

Article ID: 2180
Last updated: 29 Apr, 2021
Revision: 14
Views: 3169
This article was:  

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