In Document Manager, create a folder (for example Tax Documentation) to store the document template you are going to set up so that you can use it again for other clients.
Create a document template
Log in to Document Manager, then open the Folder you created above, and under the Description section, right click, then point to New and click Word Merge.
In the New File Window, under the Enter the new file name section, give your document a name and click OK.
Create your Word Merge Document, remembering to include at least one merge field.
Close Word and remember to Save your Document.
Merging the Document
Select or tag the clients you want to create the merge document for.
In your template folder in Document Manager, right click on the Document you want to merge, in the drop down menu, point to Actions and click Merge to Printer. (Or the applicable Merge option you require.)
In the Confirm Document Merge window:
In the Merge File Name field, change the name of the document as it will appear in the client's folder, if you do not want the default name.
Preferably change the selection to Add merged document to clients folder as this will place an actual word document in the clients folder rather than a hyperlink to the document in your HSoft/Doc/Merge folder.
Complete the Practice Manager Event details in need, click OK.
In the MailingPrintForm window, select the applicable Client Groupings and click OK.
On completion of the merge process, the program will advise you that the merge has completed and how many documents were merged.
