This page guides you through the process of creating a MS word mail merge templates.

These are the topics on this page:

Generating a Mail Merge document

To generate a Mail Merge document for one or more records observe the following steps:

Click the Mail Merge icon located to the top right of the form to make visible a listing of the mail merge documents that have been customised against the form.
From the record list select the records that are to be reported into the mail merge. Ensure that the mail merge selected supports the reporting of multiple records.
Click the action icon located to the right of the mail merge document, and select Mail Merge.
A mail document will be generated to your download folder that contains the information applicable with what is contained within the selected record. Note please that the word document name will be identified as merged with a numeric reference.

Record Selection

There are three approaches available when selecting records that will be reported into the custom designed MS Word reports, however please note that if you are selecting multiple records you must ensure that the mail merge document has been configured to support the listing of multiple records.

Those approaches are outlined as follows:

Single Selection. Selecting a single record, for example client, the mail merge will be applied only to that client.
Multiple Selection using Shift Key. Selecting multiple records, for example clients, click on the first record client A that will be reported into the mail merge, hold down the shift key on your keyboard and select the last record client B that will be reported into the mail merge. All the records between record A and record B will be selected.
Multiple Selection using Ctrl Key. Selecting multiple records, randomly, hold the ctrl key on your keyboard and click the record names that are to be reported into the mail merge.