The Mail Merge feature allows you to take the results from your Member Report and perform a mail merge via MS Word. Several templates are setup by default.
- Define the desired filters for your Member Report. NOTE: The report Display Options must include the field you wish to include in your MailMerge.
- Click the down arrow on the
and choose Mailing Labels.
Caption -
Select the desired template from the list. NOTE: Only templates designed as Member type will be available for selection. If needed, click the
to upload a new template. See Setting Up Document Templates for further information on configuring and uploading templates.
- Select the desired output format: PDF or Word Document.
Mailing Label edit screen - Click Done.
The file will download, and you can make any necessary changes prior to printing out your badges.