Using Experts > Merging Letter Expert Documents

Merging Letters

After you have started the merge process, the document opens in Template Creation mode, and the SoftDent Merge Wizard is displayed.

For more information, see Starting the Merge Process.

To merge letters:

1. Click Start Merge. When you need to select a record to merge with the template, the SoftDent Record Selection window is displayed.

2. Select a record from the list. The record data replaces the merge field.

3. Click OK. The Merge Field Status window is displayed.

If No Pause Or Delay is the default merge speed:If No Pause Or Delay is the default merge speed:You cannot change any data. The merge continues until it is complete.

If Pause For Each Field is the default merge speed:If Pause For Each Field is the default merge speed:The process is paused for each merge field. You can change the data displayed in the Replacement Text field.

If Delay Between Fields is the default speed:If Delay Between Fields is the default speed:The process briefly delays between each merge. You can change the data displayed in the Replacement Text field.

4. To create a template, see Setting Letter Expert Preferences.

4. After the merge process is complete, select an option:

5. To print the letters:To print the letters:Click the Print icon on the Microsoft Word toolbar.

6. To save the letters:To save the letters:Select Save As from the File menu. Type the file name in the appropriate field, and click Save.

5. Click Back to SoftDent on the Microsoft Word toolbar to return to the application.

If the merge template contains a merge list, see Selecting Merge List Records.