Print Mail Merge Letters
To print Mail Merge Letters, click on Documents in the shortcut menu, then click on Mail Merge Letters.
The Print Mail Merge Letters form allows you to print merge documents that you create using the Setup Merge Document form.
To create a new merge letter, click Setup on the main window, then click the Mail Merge Letters option.
Mail merge letters are the same as any other merge documents. The difference is that you can print mail merge letters for any number of customers at one time, based on selection criteria. The Print Mail Merge Letters form also allows you to print mailing labels.
Please see the Setup Merge Documents topic for complete information on creating and editing your merge documents.
Once you have created a merge document, you can print it using the Print Mail Merge Letters form. To print mail merge documents, click on the Documents button on the main window, then click the Mail Merge Letters option.
The following is a description of the prompts on the Print Mail Merge Letters form:
| Job: |
| Select a job to print, or select "(All Jobs)" to print a letter for all jobs, or to use the selection criteria below to select jobs to print. |
| Select Jobs With Status: |
| Select a Status of jobs to print; leave blank for jobs of all Statuses. |
| Select Jobs With Type: |
| Select a Type of jobs to print; leave blank for jobs of all Types. |
| Start Date:; To: |
| Select the date range of job start dates, or leave blank for all start dates. |
| Job Total From:; To: |
| Enter the range of job totals to select jobs to print. Leave blank for all job totals. |
| Letter To Print: |
| Select the merge document to print. |
| Print Mailing Labels: |
| Check this option to print 1" x 2 5/8" (30 per page) mailing labels. |
| Select for Email: |
| Check this option to select jobs which have an email address, so that you can send the merged letters by email. |
| Jobs: |
| This box displays the list of jobs selected to print. Each job has a check box next to it. Check or un-check the job to include or exclude it from being printed. |
| Select All |
| Click Select All to check all jobs in the list for printing. |
| Clear All |
| Click Clear All to un-check all jobs in the list. |
| View |
| Click View to view a print image of the merged document. |
| Click Print to print the merged document. |
| Click Email to send the merged letters by email - if the selected Jobs have email addresses entered in the Job Information form. |
| Exit |
| Click Exit to close the form. |