Mail Merge

Mail Merge


You will find links below to Training Guides related to

Mail Merge in CPL.




    • Related Articles

    • Mail Merge Fields

      This article is part of the Mail Merge section. Find all related articles here: Mail Merge When editing a template during a mail merge, make sure that you use fields from only one View/Table. If you're sending the template as-is, you can use mail ...
    • Running a Mail Merge

      This article is part of the Mail Merge section. Find all related articles here: Mail Merge Before starting a mail merge, make sure the template is closed. Here, we've covered how to prepare a mail merge. Now, let's focus on running it. To run a mail ...
    • Preparing a Mail Merge

      This article is part of the Mail Merge section. Find all related articles here: Mail Merge Before starting a mail merge, make sure the template is closed. The first step in running a mail merge is to prepare it by selecting the template and choosing ...
    • Mail Merge Fields

      Please click on the image below to access the Helpsheet for Non-Azure Clients Mail Merge Fields in CPL.
    • Getting Started with Mail Merge

      This article is part of the Mail Merge section. Find all related articles here: Mail Merge Mail merges in CPL are used for creating and sending documents to clients and contractors. They let you build templates that can be automatically personalised ...