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Merge Letter With Data Document

 

This Merge Letter Template is used to produce merge letters based on a data document:

  • Letter Information Tab
    Select to create a data document or retrieve an existing one
    Select either a hard or an updating date
    Choose to include/exclude the firm's logo
    Assign salutations

Merge letter wizard

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

Merge letter wizard

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

Merge letter 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