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Mail Merge from Contacts DMC

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1.  Click the Mail Merge button at the top of the Contacts DMC.

Figure: Contacts DMC – Mail Merge Button
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2.  The Letters for Contacts screen will display. Select the Add Document button.

Figure 103: Letters for Contacts Screen
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3.  The Edit Properties screen will display.

Figure 104: Edit Properties Screen
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4.  Fill in the appropriate information on the screen, including a Document Name, Document type and Owner. If this letter is only intended for the Owner, select the Private box. Click OK.
5.  Results word processor will open.

Figure 105: Results Editor Screen
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6.  Type your letter or document.
7.  To insert a mail merge field into the letter, select the Fields button in the menu bar. The Insert Fields screen appears.

Figure 106: Results Editor Screen
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8.  Highlight the field you would like to insert and click OK.
9.  When you are finished typing the document, click the Save button.
10. The new document will now appear as a selection when you access the Mail Merge feature.

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