Create and Run a Merge Letter

Step 1:

Click the Merge

Letters option from the ribbon as shown.

Step 2:

Click the New button to create a new Letter Merge.

Step 3:

Select a Query to use as the base source of SharePoint data for your New Merge. Enter a Name and Description for the Merge.

Select a previously created Template to use in your Merge. You should use a template that has Merge Fields matching the base Query you have selected for this Merge.

Select an Output folder. This is where the documents created by the Merge will be saved to.

Save your Merge when you are finished.

You can then run your new Merge from the Merge Letters screen.

How Does It Work?

For each SharePoint List Item returned by the base Query a new document will be created using the Template specified. The Merge Field data will be filled in from each List Item before saving the document to the format specified. The document can also be automatically attached to Emails and sent should it be required.