Using Mail Merge When Reviewing DNP Letters
Updated: 08/15/2022
Article #: 40
Using Mail Merge When Reviewing DNP Letters
Selecting 'Create Letters' from DNP History window opens up the Mail Merge window. A few more steps are needed to generate all the Letters.
- The window that opens up is actually the Template which is going to be used to generate the other Letters.
- Changes can be made to this single Letter before all the other Letters are generated, and those changes will be reflected in the final Letters.
Generate Remaining Letters
1. At the top of the Mail Merge window, click the 'Mail Merge' tab.
2. Click the 'Mail Merge' button.
3. Choose a location to save the file.
4. A window will pop up asking to:
- Save the letter as a Customer Contact (check this box for detailed records).
- Email some of the Letters (optional).
5. If choosing to email some of the Letters, the 'Send Email Letters' window will pop up.
- Click the 'Send Remaining' button to attempt to send emails to any customer with a valid email address.
- Click the 'Print Remaining' button to generate a PDF for each customer that did not receive an email.
6. If choosing NOT to email:
- Click the File tab of the same Mail Merge window, and click the “Open” button.
- Select and open the Mail Merge file created in step 3.
7. The whole list of all the letters will open to save and/or print.
See Mail Merge and Letters for more information.
|
Rate this Topic:
|
|||
|
