There are 3 different types of mail merge save options in Document Manager:
Add.
Link.
Don't Link or Add.
Mail Merge Save Options
Log in to Document Manager (F10) from any HandiSoft program.
Create or select the document to merge.
Right-click the document and from the drop-down menu, click Actions and then click Merge to Printer or Merge to File.
The program will then ask you to confirm the document merge detail.
Merge file name: This is the name to be given to the merged documents.
Save options:
Add merged documents to client folders: Select this option for the Document Manager to add a copy of the merged document to each default folder in the filing cabinet drawers of the clients for whom the document is printed. (Recommended option).
Link merged documents to client folders: Select this option for the Document Manager to insert a link to the merged document in the default folders in the filing cabinet drawers of the clients for whom the document is printed.
Don't link or add documents to client folders: Select this option if you do not want a copy of or a link to the merged document to be inserted into the client folders.
Create events in Practice Manager (optional) - Contact: Select this check box for Practice Manager Contact to automatically create mail-out events for all the clients for whom the document is printed. This check box is only available if you launched the Document Manager from Practice Manager - Contact. Description for Practice Manager - Contact: If you selected the Create Mail Out events in Practice Manager - Contact check box, type in a description for the automatically created events.
Select the merge requirements and click OK.
In the Print documents for window, select which clients the mail merge document is to be generated for and click OK.