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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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letters [2020/12/11 11:05] dominich updated letters iconography |
letters [2021/10/22 12:36] (current) cfadmin |
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| </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 47: | 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 57: | 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 69: | 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 |}} | ||
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| {{: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.1607681120.txt.gz ยท Last modified: 2020/12/11 11:05 by dominich
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