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Running A Mail Merge on an Existing Invite Template
- Tracy Russell
If you’ve already setup a Health Checks Invite template following How To Create A Mail Merge Health Checks Invite Template, you can use that document for a new Mail Merge list which you’ve downloaded in Skyline. Note, the downloaded file MUST include the fields which have been setup in the template (Tile, First Name, Last Name, Address 1 - 5 etc)
Open the existing Health Checks Invite template in Word
In the Start Mail Merge section: Click on Mailings
In the Start Mail Merge section: Click on Select Recipients
Browse to the file you've downloaded in Skyline
Select Table: Click on OK
The Word document should populate information on the first recipient in the Mail Merge list
In the Preview Results section: You can use the forward and back arrows to view the letters generated
In the Finish section: Click on Finish & Merge
Click on Print documents
Decide if you want to print All of the letters, the current document (1 letter), or only a select group
In the example below we’ll print all of the letters.
Click on OK - your invites should now be printing
Close and Save the template
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