Merging the Document

To create a mail merge, find the records you want to merge using a search. Tag the records you want to include in the mail merge.

Note: You can also tag a group of account IDs directly from a query in the Invoice file. For an example, see Sample Mail Merge.

Make sure that the salutations are correct, as this field is important in the creation of letters. Next, click MAIL MERGE. When asked for confirmation, click Yes.

Enter the path and file name of the .rtf file with which you want to merge the records. After entering the file name, click OK. The document is displayed and you are asked for confirmation. Click Yes to continue with the merge.

Enter the appropriate data in the print options dialog box (which is the same as in any standard word processor). Click OK to merge the records (the Cancel button returns you to the preview of the document).

The records are merged to create individual documents for printing in the Windows Print Manager. When this process is complete, the Account ID screen appears.