Mail merge Examples

To Assign Template Creation Rights to a Deskflow User:

1.Open the Deskflow Administrator utility.

2.Open the Workgroups section.

3.Check the Templates option in the Program Components window.

4.Click Save.

To Clone an Existing Mail Merge Template:

1.Click Tools > Templates to open the Template Manager.

2.Select a template.

3.Right-click a selected template. A pop-up list appears.

4.From the pop-up list, select Copy.

5.Select the destination folder.

6.Right-click and select the Paste option.

To Mail Merge from a List of People:

1.Open the People Lists folder.

2.Select (but do not open) a list name.

3.Click Create General Document via Template located in the right margin.

4.Select a template from the Template Manager window.

5.Enter a name for the resulting mail merge document.

6.From the Deskflow Toolbar, click Documents. The Documents screen appears.

7.Search for and open the mail merge document.

Mail Merge from a Person's Profile:

1.From the Deskflow Toolbar, click People. A pop-up list appears.

2.From the pop-up list, select People View. The People screen appears.

3.Search for the person and open the detail profile.

4.Click the Documents tab.

5.Click Create document from mail merge. If the Person Type is Contact (not a Candidate) , then a Link to Company dialog box appears.

6.Click Yes to create a link from the document to the Contact’s Company.

7.From the Template Manager screen, double-click the required template and enter a document name for the resulting merged document.

8.Click OK to proceed with the mail merge. The merged document will be listed in the Documents tab.

To Mail Merge from a Company's profile:

1.Open the Companies search view.

2.Search for the Company and open the detail Company profile.

3.Open the Documents tab.

4.Click Create document from mail merge. The Template Manager screen appears.

5.From the Template Manager screen, double-click the required template.

6.Enter the document name.

7.Click OK to proceed with the mail merge.

8.The merged document will be listed in the Documents tab.

To Send Template-based Email to a List of People:

1.Open the People Lists folder.

2.Search for the required List.

3.Open the required List.

4.Click Create Email to People from List.

5.From the pop-up list, select Selected Names In The List

OR

All Names In The List.

6.Click Compose Your E-mail Using A Template.

7.Select HTML or RTF format.

8.Select a template from the list.

9.Enter the subject of the email.

10.Select attachments for the email.

11.Select archive options (to reduce archive space for large mailings).

To Mail Merge a Filled Job Order Position:

1.Open the Job Order, main tab.

2.Click Create document via Template for selected Position (lower right corner).

3.From the Template Manager screen, double-click your template (choice is limited by the context-driven query).

4.Enter a unique document name and description.

5.Click OK.

6.A mail merge document will be created and saved in the Job Order > Documents tab.

To Mail Merge a Considered Candidate in a Job Order:

1.Open the Job Order.

2.Open the Considered tab.

3.Select a Candidate.

4.Click Create Letters for Considered Candidates (above the Considered List).

5.Create document for the Candidate.

6.Click OK. The Template Manager screen appears.

7.From the Template Manager screen, double-click the required template.

8.Enter a unique document name and description.

9.Click OK.

10.A mail merge document is created and saved in the Job Order > Documents tab.

To Mail Merge a Web Applicant in a Job Order:

1.Open the Job Order.

2.Open the Applicants tab.

3.Select an applicant.

4.Click Create Letters For Ad Respondents (above the Ad Respondents list).

5.Create document for the Candidate.

6.Click OK. The Template Manager screen appears.

7.From the Template Manager screen, double-click your template.

8.Enter a unique document name and description.

9.Click OK.

10.A mail merge document is created and saved in the Job Order > Documents tab.

To Mail Merge an Interview Candidate in a Job Order:

1.Open the Job Order.

2.Open the Interviews tab.

3.Select an interview appointment.

4.Click Create Letters for Candidate(s) (above the Interview Appointments list).

5.Create document for the Candidate.

6.Click OK. The Template Manager screen appears.

7.From the Template Manager screen, double-click the required template.

8.Enter a unique document name and description.

9.Click OK.

10.A mail merge document is created and saved in the Job Order > Documents tab.