How Do I... Create Mail Merge Letters

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Smart Contractor allows you to print merge documents for any number of customers, based on your selection criteria, using the Print Mail Merge Letters form.

To create a new merge letter, click Setup on the main window, then click the Merge Documents option.

See the Setup Merge Document topic for information on creating and editing merge documents.

Once you have created a new merge document, you can print it for any number of customers, based on your selection criteria using the Print Mail Merge Letters form.

To print mail merge documents, click on the Documents button on the main window, then click the Mail Merge Letters option. Please see the the Print Mail Merge Letters form topic for information on how to print mail merge documents.