Mail merge is accessed by using the Word icon  on the multi-lender screen, the investment screen and the client details screen. This option is only available to companies that have purchased a Mail Merge licence.

 

If the redress value of the case exceeds the user’s Redress Limit (see User Setup) then the Mail Merge will not continue.

 

Please note that the slight pause before entering the mail-merge section is due to Redress Manager® transferring all the details to the document template.

 

 

On the mail merge screen, you will see a list displaying all the documents created through the Mail Merge tool. You can select the appropriate document by clicking on it.  The ‘No of Calcs’ dropdown list refers to the number of calculations the document is related to. Once the document is selected, click on ‘Print’ to print the document.

 

 

	Enter mail-merge letter setup
	Print letter

 

 

If you select to allow editing on the Mail Merge Setup Screen you will be presented with the message above. If the default ‘No’ is selected, the document will go straight to print.

 

 

The print window is used to select the required printer and copies.

Related Topics

Mail Merge Setup