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Before creating the Health Checks invite template you should have completed the download from Skyline. This is needed to import the merge fields into the document. The instructions can be found here How To Complete Health Checks Invites And Recalls |
Open an existing Word document, or create a new one.
Click on Mailings in the top menu
Click on Start Mail Merge
Click on Step-by-Step Mail Merge Wizard from the drop-down menu
The Mail Merge pane will appear and guide you through Six Steps below.
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The Mail Merge task pane will be on the on the right side of the Word window
Under document type: Click on Letters
Under step 1 of 6: Click on Next: Starting document
Step 2:
Under starting document: Click on Use the current document
Under step 2 of 6: Click on Next: Select recipients
Step 3:
You'll need an address list so Word can automatically place each address into the document. The list can be in an existing file, such as an the file you downloaded from Skyline.
Use an existing list will be selected as default
Under use an existing list: Click on Browse or Select A Different List to select the file
Browse to and highlight to the excel document you downloaded from Skyline and saved
Click on Open
Select Table will open: Click on OK
The Mail Merge Recipients will be listed, all are ticked as default. You can uncheck recipients if needed.
Click on OK
Under step 3 of 6: Click Next: Write your letter
Step 4:
Your now ready to create your invite letter template. When it's printed, the body of the letter will be the same; the only difference will the recipient data (such as the name and address).
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Your template will now have the date populated
Under step 4 of 6: Click on Next: Preview your letters
Step 5:
The first recipient name and address will be populated into the letter. Note, if there’s blanks in the address, for example address line 4, this is because there’s no data in this field.
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Under Merge: Click on Print to print the letters
Decide if you want to print All of the letters, the current document (1 letter), or only a select group
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