Processing a Mail Merge

Access the Contact - Email and Mail Merge Utility form.

1. Find and select the contacts for whom you want to do the mail merge.

   Note: All of the contacts listed in the grid on the Contact - Email and Mail Merge Utility form are included in the mail merge, so before continuing make sure the appropriate contacts are listed.

2. On the Contact - Mail Merge Wizard - Select Template form, specify whether the template you want to use is located on the local machine or on a central server.

3. If you are using a template located on a central server, On the Mail Merge Wizard - Select Central Template form, find and select the template that you want to use.

   If you are using a local template, specify the template name and then click Upload Template on the Mail Merge Wizard - Select Local Template form.

4. If you want to produce an envelope or label, select Mail Merge Generate Envelopes/Labels on the Mail Merge Wizard - Select Envelope Template form, and then specify whether the envelope template is on a central server or the local machine.

5. If you are using an envelope template located on a central server, find and select the template that you want to use on the Mail Merge Wizard - Select Central Envelope or Label Template form.

   If you are using a local envelope template, specify the template name and then click Upload Template on the Mail Merge Wizard - Select Local Envelope or Label Template form.

6. While the letters and envelopes are generating, the Generating Mail Merge form appears; click Next to continue.

7. On the Mail Merge Wizard - View form, click View Letters or View Envelopes/Labels to view the generated mail merge letters or envelopes respectively.

   To view letters and envelopes, you must have Adobe Reader or some other application capable of displaying PDF files.

8. To make modifications to either letters or envelopes, click Previous until you reach the appropriate form where you can make changes.

9. When you are satisfied with the generated letters and envelopes, save them in the Adobe Reader application.

   After saving, click Finish on the Mail Merge Wizard - View form.

   Caution: Be sure to save the merged letters and envelopes or labels before you click Finish. If you click Finish before saving in the Adobe Reader application, the information that you entered to create the generated letters and envelopes will not be saved, and you must create them again.