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Merge Letter With Address Books

 

This Merge Letter Template is used to produce merge letters based on Mailing Codes:

  • Recipients Tab
    Select from Public or Private codes
    Select a mailing code or a combination of mailing codes from the list presented

Mailmerge wizard

  • Letter Information Tab
    Up to three Re lines
    Select either a hard or an updating date
    Select Mailing Certifications from the drop down menu
    Choose to include/exclude the firm's logo

Mailmerge wizard

  • Signature Tab
    Select a salutation from the drop down menu
    Author information is pre-filled with the author's preferences from the Employee Database.  This screen allows the author to select/remove these options

Mailmerge wizard

  • Attachments and Routing Tab
    Select Attachments or Enclosures
    Enter cc and bcc recipients here

Mailmerge 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 letterhead.

Mailmerge wizard