User Tools

Site Tools


CareFree Mail Merges

CareFree has the ability to export a mail merge template, with that template you can then create letters via Microsoft Office or some other compatible desktop publishing application. In this example we will be using Microsoft Office Word.

Once the letter has been created with the correct merge fields, its then possible to import that letter back into CareFree and use the system to create the letters for printing or emailing.

1. Go to Letters from the top menu bar in CareFree

2. To export a merge template change the Source drop down box to export clients, carers, staff etc.

3. When the correct source has been selected tick all sources on the left of the screen

To tick all sources use the boxes to either tick all or un-tick all

4. With all sources ticked, click on the preview button

5. The number of sources in your CareFree depends on how long this export will take. A progress bar will load indicating a visual of completion

6. A prompt will appear letting you know where the merge export has been saved to

Remember to note down this location as we will need it to create the mail merge document

7. Open a new Microsoft Office Word document

8. Click into Mailings

9. Click into Select Recipients

10. Click Use an Existing List…

11. This will open your file explorer, locate the document we exported from CareFree

12. Once you've located the correct file, the following prompt will appear

13. Click OK

14. In the Mailings tab, use the Insert Merge Field to enter in what source information you want on the document

15. Create your letter using the merge fields to enter the source information

16. If the document is needed to be used multiple times, i.e. monthly, the document can be saved but ensure the document is saved as a Word Template. Save the word document as usual but in the Save as Type drop down change this to Word Template

17. To run the mail merge ensure you have the correct merge document open, go to Mailings

18. Click Finish & Merge

19. Choose the most appropriate option, we recommend to Edit Individual Document to allow you to review the letters

20. Ensure All is selected then click OK

21. The mail merge will then complete all the merge fields with the exported information we retrieved from the CareFree export

Each page of the merge will be an individual source allowing each page to be sent individually

letters.txt · Last modified: 2021/10/22 12:36 by cfadmin