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letters [2021/10/22 12:34] cfadmin |
letters [2021/10/22 12:36] (current) cfadmin |
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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 |}} |