You can create a letter to multiple recipients based on accounts, contacts, requests and people search results. Depending on your role and security right level, you can select a template group and merge the document to send to multiple recipients.
The information in this document is based on product update 252.
Click Create letter.
Select the required template.
Under the Header section, type the subject matter of the letter at Subject.
The fields in the Content section cannot be modified. Below the Content section, you can select the required check boxes next to the data to be used in the merge process. By default, all data listed are selected.
Select the Preview template link to view the selected template in Microsoft Word.
Click Create letter to start the Word Merge bulk merging process.
Upon successfully completing the process, the confirmation message, “The letters are being generated. A task will appear in your workflow, when the letters are ready to be printed. You can check the status at: XXX” will be displayed. Click the hyperlink to display the Word Merge: Log page. Alternatively, you can directly view the status of the merging process on Word Merge: Log page. For more information, see Viewing Word Merge log report.
Click Close to exit.
Keep in mind:
Click this to create a letter.
Click this to exit.
Type a subject for the merged document. This is mandatory.
Select a template to be used in the merge process. The Word Merge templates available in this browser are based on the module, the roles, and security levels of the users. For more information, see Creating and modifying Word Merge templates, Creating and modifying Word Merge template groups, Setting and modifying access rights for Word Merge template groups and templates - People, and Setting and modifying access rights for Word Merge template groups and templates - Roles.
Click this to preview the template in Microsoft Word.