Document Manager: Mail Merge Save Options

Mail merge process in Document Manager

This article sets out the mail merge process in Document Manager.

Mail Merge in Document Manager

    1. In Document Manager create or select the document to merge.

    2.Right click the Document and from the drop-down menu, click Actions and then click Merge to Printer.

    3. The program will then ask you to confirm the document merge details:

• Merge file name: This is the name to be given to the merged documents.
• Add merged documents to client folders: Select this option for the Document Manager to add a copy of the merged document to each default folder in the filing cabinet drawers of the clients for whom the document is printed.
• Link merged documents to client folders: Select this option for the Document Manager to insert a link to the merged document in the default folders in the filing cabinet drawers of the clients for whom the document is printed.
• Don't link or add documents to client folders: Select this option if you do not want a copy of or a link to the merged document to be inserted into the client folders.
• Create Mail Out events in Practice Manager - Contact : Select this check box for Practice Manager - Contact to automatically create mail out events for all the clients for whom the document is printed. This check box is only available if you launched the Document Manager from Practice Manager - Contact.
• Description for Practice Manager - Contact: If you selected the Create Mail Out events in Practice Manager - Contact check box, type in a description for the automatically created events.

  4. Select the merge requirements and click OK.

  5. In the "Print documents for" window, select which clients the mail merge document is to be generated for and click OK.

Program and version

Document Manager, all versions