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Create Form Letters

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There are two views in the Form Letters section:  Template view and Merged Document view.

 

Template View

This view allows you to edit the letter template (including a mix of data fields and regular text). To add text formatting (bold, fonts, etc) then create the document in MS Word or Wordpad first, then copy/paste into the template. Click Template->Save in the top menu to save your work.

 

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Merged Document

Click the Show Merged Document button to preview what an actual letter will look like.

 

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Use the arrows to navigate through the letters. Click the Print All button to printout the merged letters.

 

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