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 document(s) and text can then be added during email merge process.
Attaching documents and adding text when doing email merges:
Create a Word Merge document, with at least one merge field, in the normal manner.
Right-click the Merge Document, point to Actions and click Email Merge.
3. In the Print Documents for window, complete the fields and click OK.
4. In the Confirm Client Email window, you can add the additional document and/or text.
5. 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 using the facility to send out a newsletter in a PDF format, use just the reference as a merge field in your Word Document and then, in the Body of the email, tell 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.