How to mail merge documents to send them to multiple recipients either as a letter or an email
The functionality of this is slightly different depending on whether a Partnership or a Trading Company is selected.
1: If a Partnership is selected, only the Investors attached to that Partnership can be included in the mail merge.
2: If a Trading Company is selected, then anyone can be included.
Select a Company or a Partnership
1: Select Search from the Side Menu.
2: Select Companies from the drop down list.
3: Double click a company or Partnership to open the edit window.
Mailing to Investors of a Partnership
1: In this example this partnership has 2 Investors.
2: Click New Document - the mail merge window will open.
Select document and recipients
1: Select the letter to send.
2: Select a Contact List Type from the drop down list. i) Beneficial Contacts are Investors ii) Normal Contacts is the complete contact list.
3: Select the recipient by clicking the ticks on the check boxes.
4: Click the radial button to select an action.
Once all the data has been completed correctly the Generate button will activate.
5: Click the Generate button to perform the mail merge.
Mailing to people from a Trading Company
All possible recipients are shown when running the mail merge from a trading company.
1: Select the letter to send.
2: Select the recipient by clicking the ticks on the check boxes.
3: Click the radial button to select an action.
Once all the data has been completed correctly the Generate button will activate.
4: Click the Generate button to perform the mail merge.
History
Emails and document that have been sent will show and can be viewed in the History.
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