Using Experts > Merging Letter Expert Documents > Merging Letters
Selecting Merge List Records
To select merge list records:
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Follow the instructions in Starting the Merge Process.
If report results need to be merged into the document, the Merge List Status window is displayed.
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Click Select Record. The SoftDent List Creation window is displayed.
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Select an option:
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To select a list of records:Click the first record, hold down the Shift key, and click the last record.
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To select random records:Click the first record, hold down the Ctrl key, and click additional records.
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To select all records:Click Select All in the Selection Options section.
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Click OK.
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After the merge process is complete, select an option:
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To print the letters:Click the Print icon located on the Microsoft Word toolbar.
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To save the letters:Select Save As from the File menu. Type the file name in the appropriate field, and click Save.
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Click Back to SoftDent in the Microsoft Word toolbar to return to the application.