Mail Merge

Mail Merge in Microsoft Word is a useful tool for creating a large number of documents to include information from a data file. For example to produce mailing labels containing name and address details of all clients you want to send a mail shot out to.

To create a Mail Merge, a data source file will be required. The data source containing name and address details of clients can be produced using the Data Mining tool in Practice Management or AutoMail.

Once in Microsoft Word, you can use the Mail Merge facility to create mailing labels. The data source will be the CSV file exported using the Data Mining tool to insert the name and address details of clients into a letter written in Microsoft Word.