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Client Management Mail Merge Creating a Template Letter
How to Create a Template Letter
The SedonaOffice Mail Merge functionality uses the Mail Merge feature within Microsoft Office MSWord to generate letters. Before letters may be generated, template letters must first be created.
This section provides information on how to create a simple template letter. The instructions provided below are for setting up a template letter to be used when generating Mail Merge letters from the Customer Explorer, a Collection Queue, or a Customer Cancellation Record.
1. To begin, open MSWord.
2. Type into the template letter the information that will print on all Mail Merge letters generated. You may imbed a bit map file for your company logo if desired.
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