Using Experts > Merging Letter Expert Documents > Starting the Merge Process

Starting the Merge Process from Batched Records

You can merge data from several records to one letter template by adding them to a batch file. You can then merge the information from the batch file with a template.

To start the merge process from batched records:

1. Select Expert > Letter Expert > Merge All Batched Letters. The Letter Expert Merge window is displayed.

2. Select the set of letters that you want to merge.

3. Select an option:

4. To merge and print the letters:Click Print.

5. To merge and save the letters:Click Save. The Merge Wizard is displayed. For more information, see Merging Letters.