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Merge Envelope With Data Document

 

This Merge Envelope Template is used to produce merge envelopes based on a data document:

  • Recipients Tab
    Select to create a data document or retrieve an existing one
    Enter the sender's name or initials
    Enter the file number
    Select Mailing Certifications from the drop down menu
    Choose to include/exclude the firm's logo
    Choose to include/exclude the bar code

Merge Envelope with data document wizard

  • Office Location Tab
    If your firm has multiple offices, this tab will appear.  Select the office to which you are assigned and the correct address and phone information will appear in the return address area

Merge Envelope with data document