Mail Merge allows you to export client data into Microsoft Word documents, including letters and forms. You can access Mail Merge via Practice Manager.
- Open Practice Manager from the home screen.
- Select Mail Merge from the left-hand menu. To start with you will see the standard filter (all clients), but you can create custom filters.
- Select Create New Mail Merge, which opens the wizard.
- Click Continue.
- Fill in the Name and Description fields for the Mail Merge.
- Click Continue.
- Select the tax year and one of All Clients, Specific clients or Advanced client selection (Data mine).
- Choose your clients and click Continue.
- Check that the summary of clients is correct and click Continue.
- Select a template from the list and click on Use Template.
- The template will open in Microsoft Word, where you should edit any sections that are highlighted in yellow.
- When you've made all relevant changes to the template, click Finish & Merge on the top toolbar of Word.
- Click OK.
- Your merged document should now appear on screen with merge details of your clients.
PLEASE NOTE: You can save a list of clients that you might use frequently by clicking on Finish & Save on the Finish screen.
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