How to Merge a Letter

How to Merge a Letter

  1. Go to the Contact workspace.
  2. Check the boxes next to the names of the people you want to merge a letter for. See Creating and Saving Filters for more information on how to produce the list of people you want.
  3. Click Print.
  4. Select the letter you want to use. If you have uploaded it into the document manager it will be there. Otherwise select it from your computer.
  5. Select the signatories for your letter.
  6. OPTIONAL: Toggle logging options off for a test run. Leave them checked for a normal printing.
  7. OPTIONAL: Relate the letter to an Opportunity, Service Request, or Campaign.
  8. OPTIONAL: Create follow-up Activities.
  9. Click Print Document.
  10. Click Yes.
  11. Choose Close to continue working while you wait for the batch process to finish; or choose View My Requests to go directly to batch processes.
  12. Go to batch processes when it is finished to download the merged letter. Open it in Word and enable editing before examining it and printing it to mail.


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