Mail merge to an individual person

A mail merge word document can be posted or emailed to an individual person by going to the People  tab on the Member profile.

To send a mail merge document to an individual person:

• Click on the drop-down arrow that can be found to the right of the person that you wish to send the document to.
• From the drop-down menu select Create Mail Merge Document.
• Click on the Show Templates button
• A list of existing Templates will be displayed with options along the top of the list of templates that allow you to:
• Open an existing template to review it
• Delete an existing template
• Change the display to a Grid layout or Thumbnail layout
• If you click the ‘+ Upload’ button allows you to upload a new template
• Select an existing template and click the ‘Select Template’ button to use that template
• Select Post or Email for the method of delivery. If you selected Post the document will be opened as a PDF ready to print. If you selected Email you will be taken to the email form with the PDF document attached ready to send to the selected person.

Please Note: Use Mail Generation to create bulk mail merge for many people.