Firstly, you must select the documents in Document Manager to be mail merge templates available for selection by all your HandiSoft program users.
Select Documents
Log in to any HandiSoft program, and open Document Manager (F10).
From the Options menu, click Mail Merge Template Setup.
Under Select Template, click Ellipsis to select a document with mail merge fields from the Document Manager folders, and click Open.
If required, in the Name text box, enter a name for the template. This will default to the name of the document file.
Click Add to Templates to add the template to the selection list, which is shown under Templates.
Click Save and add any other documents as templates.
Click Close.
Note: If you have been migrated to HandiSoft Online, the Doc\DocBase would be located in the Y:\ instead of the HSoft location.
Select mail merge templates
Each user can choose the templates they want to make available for selection in your HandiSoft programs.
From the Document Manager Options menu, click Mail Merge Settings.
Click the Mail Merge Documents tab.
Under Master Templates, select the checkboxes for the templates to be made available for selection in your HandiSoft programs.
Click Ok to save your selections.
Now that you have selected your merge templates, you can use them from your HandiSoft program.
Tag the clients for whom you want to do the mail merge.
On the Access Panel, click the Mail Merge icon.
Tip: If the Mail Merge icon is not available, Document Manager has not been enabled.Under Merge To, select the destination of the merged documents.
Under Merge For, select the client groupings for which the merged documents are to be created.
Under Select Document to Merge, select the mail merge template to be used.
If you want to preview the merged documents, click Preview. To perform the merge without previewing, click Ok.
If under Merge To, you selected Printer or File, the "Confirm Document Merge" window will open.
If under Merge To, you selected Email, the "Confirm Client Email" window will open.
Complete the required fields and click OK.
If under Merge For, you selected Matching Conditions, select the client filter expression.
Highlight the required expression and click Select.
Tip: If none of the available expressions are suitable, you can edit an existing expression or create a new expression by clicking Edit, Copy or New.The mail-merged documents will be created and sent to the destination specified under Merge To.