Letter Merge

Letter templates are Microsoft® Word documents you create to use in mail merge operations. Letter templates are used to generate personalized letters that you can print using Word and then mail to those you do business with.

1. Go to the Documents tab

2. Click Templates

3. Click Letter Templates

4. Select New

5. Click Download and take note where the file is saved to

 

Note: From Word

6. Click Mailings.

7. Click Start Mail Merge.

8. Select Step by Step Mail Merge Wizard.

9. Select Letters.

10. Click Next: Starting Document.

11. Select Use the current document.

12. Click Next: Select recipients.

13. Select Use an existing list.

14. Click Next: Write your letter.

15. Navigate to the location where the NetLedgerSampleHeaderFile was saved to and select this.

16. Click Open.

17. Click Ok.

18. Click Ok.

19. Click Next: Write your letter.

20. Click Inset Merge Field and add your desired fields.

21. Click Next: Complete the merge.

22. Once your template is complete, click Save As and make sure to change the Save as type to Word 97-2003 Document.

23. Click Save.

 

Note: From JCurve

1. Go to the Documents tab

2. Click Templates

3. Click Letter Templates

4. Select New

5. Enter in a Name for your Letter Template

6. Under File, select New

7. Click Choose File and locate your Letter Template on your computer

8. Click Save

9. Click Save

10. Navigate to the record you want to create a Letter for and click Letter

11. Select the Template you created

12. Enter a Subject

13. Click Merge

14. Download the file and open it to see the Letter

15. Check the Letter to ensure the Merge fields are populating correctly

 

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