The letter template is displayed. The text of the template can be altered and saved.
To alter the template, modify the text and add database merge fields from the Insert Sage CRM
field dropdown option.
To make the changes available to future mail merge jobs, click the Save Template option.
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Click the Merge and Continue option.
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Un-tick the Create Communication and save merge document option if it is not
necessary to save a copy of the letter in the dependant’s file.
Click the Click here to view merged document option. This will open the merged
document in word for printing.
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