Perform a Mass Mail Merge

Starting from the name of a list of People, Deskflow can initiate a Word merge using a Word template.

The resulting Word document is archived in the Deskflow Document library.

A mass merge is useful for creating letters, labels, envelopes, registration cards and holiday cards.

To Perform a Mass Mail merge:

1.From the People screen, click the Search tab.

2.From the Search tab, click the Lists tab.

3.Open the People Lists folder that the list is saved in.

4.Select the list. The list is highlighted.

5.Click Mail merge located in the right margin.

6.Select a merge template from the template list.

7.Enter a name for the completed merge document.

8.Press OK.

To Display the Merged document:

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

2.From the Documents screen, type the name of the document.

3.Click Search.