Generating and Printing Letters

Working with Existing Mail Merge Documents

If you need to customize or personalize an individual letter, edit the individual letter after the merge has taken place. For information on merging data and creating letters, see Merging Data and Printing Letters.

To edit an existing mail merge document:

1. Select Letters > Mail Merge Document Maintenance. The Mail Merge Document Search window is displayed.

2. Type search criteria in the search fields and click Find. The records matching your search criteria are displayed on the left side of the Mail Merge Document Search window.

3. Select the document you want to edit.

4. Click Edit. The Mail Merge Document Options window is displayed.

5. Click Edit. Edit your document using Microsoft Word or QuickEdit. Be sure to save and close the document.

6. Select File > Exit.

7. Click Ok.

To rename an existing mail merge document:

1. Select Letters > Mail Merge Document Maintenance. The Mail Merge Document Search window is displayed.

2. Type search criteria in the search fields and click Find. The records matching your search criteria are displayed on the left side of the Mail Merge Document Search window.

3. Select the document you want to edit.

4. Click Edit. The Mail Merge Document Options window is displayed.

5. Click Rename. A window is displayed.

6. Type the new file name and click Save.

7. Click Ok.

8. If a mail merge document is renamed in Microsoft Word or QuickEdit, the new mail merge document must be linked with the software. For information, see Linking Renamed Mail Merge Documents .