When performing an email merge, you have the ability to attach extra documents and add text to the body of the email. Document Manager needs a Microsoft Word merge document to generate the email merge. The extra documents and text can then be added during the email merge process. To do this, see the steps below:
Create a Word merge document, with at least one merge field, in the normal manner.
Right-click the merge document, click on Actions and then click Email Merge.
Complete the fields In the Print Documents for window as required, then click OK.
In the Confirm Client Email window, you can add the additional documents and/or text.
Once the Confirm Client Email window is completed, click OK.
Attachments: Add your additional attachments here.
Body: Type your additional email text here.
Note: If you are sending out a newsletters in a PDF format, use the reference only as a merge field in your Word Document, then in the Body of the email, ask the client to open the PDF or the other attachment for the Newsletter. The Merge file name will appear as the subject line of the email, and can be edited in the Confirm Client Email window, in the Merge file name field.