Using Mail Merge Properties for Printing

Use the following procedure when merging and Printing/Faxing documents.

1. In the Document Management Center, right-click a document template and select Print or Fax.

The Mail Merge Properties dialog box opens.

TIP: You can also access the Recipient tab by opening the Actions menu and selecting Begin Mail Merge. The Mail Merge Properties dialog open. Select a template on the Template tab and then click the Recipient tab.

2. In the Contact Selection area, select from the following:

This Contact. Merges the document with the primary contact from the active contact record, or select an additional contact from the drop-down list.

All contacts linked to (contact name). Merges the document with the primary and additional contacts for the active contact record.

All contacts in the following filter or group. Merges the document with ALL contact records or with the filtered group or contact group selected from the drop-down list.

If you select All contacts linked to (contact name) or All contacts in the following filter or group, select from the following:

○ Primary. Merges the document with the primary contact.

○ Additional. Merges the document with the additional contacts.

○ Merge code. Merges the document based on the code you select in the F2 LookupClosedSpecial type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. list.

3. In the Delivery area, select the To method from the drop-down list (Printer or FAX).
4. Type or select the Queue for x days to delay the printing or sending of the document.

This option sets the document to print at a selected number of days in the future using the Server Agents or the Literature Fulfillment Center.

Printing a mail merge document for a contact produces a History item for that contact.