Client Management Mail Merge Creating a Template Letter
How to Create a Template Letter (continued)
4. Once the letter template is finished, save the template letter to the desired location as a Word Template type document.
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To use a saved letter template to generate a Mail Merge letter, follow the topic links below for instructions.
Generating Mail Merge Letters from the Customer Explorer
Generating Mail Merge Letters from a Customer Cancellation record
Generating Mail Merge Letters from a Collection Queue
Generating Mail Merge Letters from the Customer Query Builder