Performing a Mail Merge

Click here for more information about Mail Merge.

  1. Do one of the following depending on the Abacus data you want to merge into the mail merge template:

    1. Find the name or, from the Name window, query for multiple names that should receive the document. Click the Print button on the toolbar and select MailMerge.

    2. From the Matter window, select the Names tab. Click Actions and select MailMerge.

    3. From the Name window, select the Names tab. Click Actions and select MailMerge.

    4. From the Names Browse window, tag the records you want to include in the mail merge. Click Actions and select MailMerge.

  2. The Mail Merge window appears. Complete the window as follows:

    1. For Data to merge, select which records to include in the mail merge.

    2. For Data file to create, ensure that this is the correct path to the abacus.csv file. Click the button to select a different path.

    3. Check Run word processor.

    4. Ensure that Open form for editing is not checked.

    5. Click Form and select the path of the mail merge template to use for the mail merge.

      NOTE: You cannot use a form created for form generation for mail merge purposes because the data format is different. You must use word processing mail merge templates created solely for mail merge.

  3. Click Done. The document(s) are generated and ready to print. Your word processor opens and automatically displays the new document that contains the selected data from Abacus.