Mail Merge provides a flexible way to generate personalised documents directly from system data. This feature enables users to design custom Word templates that pull information from various modules, making it easy to produce letters and documents tailored to individual records.
Configuration
To configure mail merge, follow these simple steps.
Click Settings, then click Other.
Click Mail Merge, then click Settings.
To add a new mail merge, click the plus icon.
Enter a Mail Merge Description.
Select who it applies to from the Applies To dropdown.
🤓Tip: You can change the export format by selecting the Export Formats tab and selecting the relevant format.
Click Save, then from the Quick Links select Upload Document.
Click Choose File, select the relevant file.
Click Upload File.
Run a single mail merge
Once a mail merge document is attached to the relevant module, users can run the mail merge for a specific service user. To do this, follow these steps.
Click Service User, then click Service User.
Click Find, then locate the relevant service user.
In the top-right corner, select the mail merge icon.
From the Merge Template dropdown, select the template.
Select the relevant format.
From the bottom right, select the generate mail merge icon.
Run a bulk mail merge
You can also generate mail merge documents for multiple Service Users at once. To do this, follow these steps.
Click Service User, then click Service User.
Click Reports, then click Mail Merge.
A list of service users appears; select the relevant users or click Select All.
From the bottom right, select the arrow.
From the Merge Template dropdown, select the template.
Select the relevant format.
From the bottom right, select the generate mail merge icon.