Printing Documents

■ Printing Documents from the GoldMine Document Center

■ Using Mail Merge Properties for Printing

■ Printing Envelopes and Labels

Printing Documents from the GoldMine Document Center

You can print documents for one contact or for a filtered group or group of contacts.

1.

Select Go To > Document Templates.

The Document Management Center opens.

2.

Select the User from the drop-down list.

3.

Highlight the document template you are printing and right-click.

4.

Select one of the following options:

○ Merge & Edit. Opens the document on the screen with the inserted GoldMine fields populated with information for the current contact record. Edit the document as needed and print using the program's print command. Due to a Microsoft limitation, the GoldMine menu in Microsoft Word is disabled during the Merge & Edit process.

○ Print. Opens the Mail Merge Properties dialog box. See Using Mail Merge Properties for Printing. If you print immediately, a record of what was sent to the contact is filed on the History tab.