Real Estate Software User Manual
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User Manual

Running a Mail Merge with an Existing Document

Once you have created the form letter, you can run a mail merge any time you want.

  1. Go to any Contacts folder and select the contacts individually or by groups that you have created in a filter.
  2. Click the Tools menu, and then click Mail Merge.
  3. Click the Existing Document option and use the browse button to select the merge document (see Creating a New Mail Merge Document).
  4. Click OK.  Microsoft Word opens, displaying a new or existing document with the Mail Merge toolbar.

  5. In the Word window that appears, click the click one of the following buttons on the mail merge toolbar: Merge To New Document, Merge To Printer, Merge To E-Mail, or Merge To Fax.

     

More Information

For a complete walk though of the Mail Merge capabilities, go to the Microsoft's Walk Through of Word's Mail Merge Feature.