Workflow: Merge a Target List with a Form Letter

Before you can merge any Form Letter you must have a Main Document with a Merge Field Template attached. For more information on these processes see Document Library and Merge Field Editor.

For help in creating the Target List see the Workflow: Create Target List topic.

To merge a Form Letter with a previously created Target List use the following instructions:

From the 360 Toolbox menu, select Form Letters. The Form Letters data entry form appears.
In the Document Selection section, click the name of the document that you want to send to the members of the target list.
In the Customer Selection section choose Target List from the Type list. Choose the desired target list from the Select List. Then specify One Document Per Customer or One Document Per Policy.
In the Activity Options section, select Log Activity if you want to add a new Activity for each member of the list showing the letter was created. Then choose whether you want the Summary Only or the Entire Document attached to the activity. Select the Provide Default Description option to see the type of merge and document name on the first line of the Activity data entry form.

In the Activity Description area, enter a description that will appear in activities for this letter for all customers in the list.
Click Edit & Merge, Merge & View, or Merge & Print.
When you are finished, close Form Letters.

If you don't have a Target List see Workflow: Create a Target List for instructions.