How to Add Multiple Banks for Multiple Claims on to a Letter
Open the Document Library
1: Click Admin from the menu.
2: Select Document Library from the drop down list - the Document Library will open.
Create a New Document
1: Click New - a new Document Template will open.
Complete the Details
1: Type a Description.
2: Make the letter visible.
3: If required, choose a Header and Footer.
Open the Word Document
1: Click Edit Body Of Document - Microsoft Word will open.
Add the Fields
Type the letter:
1: Using the Insert Mailmerge Field button, add the mailmerge fields for the Banks where required.
2: Each field number relates to a Claim number. (There can be up to 20).
When complete, save the Microsoft Word document and close it.
Save the Data
1: Click OK to save the data and close the window.
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