a)

Filename is the name of the document to be used for mail merge

b)

Name is the name to reference the document by

c)

Description is a longer description of the mail merge letter

d)

Group is the group that can access the document

e)

No. of Calcs is the number of calculations (policies) the letter refers to

f)

Allow edit - allow document to be changed / save before printing (Default is No to allow print only)

g)

Due to the addition of Investment cases there are now option to create an Investment document, multi-lender document or an Address only document.