User Tools
letters
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
letters [2018/08/08 13:45] cfadmin |
letters [2021/10/22 12:36] (current) cfadmin |
||
|---|---|---|---|
| Line 5: | Line 5: | ||
| 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. | 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 {{:wiki:2018-08-08_11h21_18.png?}} | + | 1. Go to **Letters** from the top menu bar in CareFree |
| + | |||
| + | {{ :wiki:letters_main_menu.png? }} | ||
| 2. To export a merge template change the **Source** drop down box to export clients, carers, staff etc. | 2. To export a merge template change the **Source** drop down box to export clients, carers, staff etc. | ||
| Line 33: | Line 35: | ||
| </WRAP> | </WRAP> | ||
| - | 7. Open a brand new Microsoft Office Word document | + | 7. Open a new Microsoft Office Word document |
| 8. Click into **Mailings** | 8. Click into **Mailings** | ||
| Line 45: | Line 47: | ||
| 11. This will open your file explorer, locate the document we exported from CareFree | 11. This will open your file explorer, locate the document we exported from CareFree | ||
| - | 12. When found word will give us the following prompt | + | 12. Once you've located the correct file, the following prompt will appear |
| {{ :2018-08-08_11h55_01.png |}} | {{ :2018-08-08_11h55_01.png |}} | ||
| Line 55: | Line 57: | ||
| {{ :2018-08-08_11h57_59.png |}} | {{ :2018-08-08_11h57_59.png |}} | ||
| - | 15. Write up your letter using the merge fields to fill in the source information | + | 15. Create your letter using the merge fields to enter the source information |
| {{ :2018-08-08_12h15_34.png |}} | {{ :2018-08-08_12h15_34.png |}} | ||
| - | 16. If this document would need to 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** | + | 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** |
| {{ :2018-08-08_12h21_47.png |}} | {{ :2018-08-08_12h21_47.png |}} | ||
| Line 67: | Line 69: | ||
| 18. Click **Finish & Merge** | 18. Click **Finish & Merge** | ||
| - | 19. Choose the most appropriate option, we recommend to **Edit Individual Document** to allow you to check over the merge | + | 19. Choose the most appropriate option, we recommend to **Edit Individual Document** to allow you to review the letters |
| {{ :2018-08-08_12h30_09.png |}} | {{ :2018-08-08_12h30_09.png |}} | ||
| Line 74: | Line 76: | ||
| {{:2018-08-08_12h26_40.png|}} | {{:2018-08-08_12h26_40.png|}} | ||
| - | 21. The mail merge will then fill in all the merge fields with the exported information we retrieved from CareFree | + | 21. The mail merge will then complete all the merge fields with the exported information we retrieved from the CareFree export |
| {{ :wiki:2018-08-08_12h36_06.png |}} | {{ :wiki:2018-08-08_12h36_06.png |}} | ||
letters.1533728731.txt.gz · Last modified: 2018/08/08 13:45 by cfadmin
Page Tools
