Mail Merge
Fixing Certificate Errors During Mail Merge Word Add-In Installation
This article is part of the Mail Merge section. Find all related articles here: Mail Merge If you come across a certificate error saying "There was an error during installation" while installing the Word add-in for mail merges, you will need to: Run ...
Installing the Mail Merge Add-In for Word
This article is part of the Mail Merge section. Find all related articles here: Mail Merge When creating mail merges with CPL and Microsoft Word, the mail merge add-in simplifies the process. This guide outlines the steps to install the add-in: Log ...
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 steps in running a mail merge are preparing the template and selecting recipients. ...
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 you intend to use is closed. We've covered how to prepare a mail merge here. You can run mail merges in ...
Uploading Mail Merge Templates into CPL
This article is part of the Mail Merge section. Find all related articles here: Mail Merge To make your mail merge template accessible to all CPL users, add it to the Templates directory: Go to the System menu at the top of the main window. Hover ...
Creating and Amending Mail Merge Templates Without the Add-In
This article is part of the Mail Merge section. Find all related articles here: Mail Merge Introduction Below is a diagram of the process: This article is for users who use Word's Mailings tab for mail merges instead of the Mail Merge Add-in provided ...
Creating and Amending Mail Merge Templates Using the Add-In
This article is part of the Mail Merge section. Find all related articles here: Mail Merge Introduction Below is a diagram of the process: To use Mail Merge as outlined in this article, install the Mail Merge Add-in from the RPM_Distributions folder ...
Creating a Blank Mail Merge Template with a Header & Footer
This article is part of the Mail Merge section. Find all related articles here: Mail Merge Adding a header and footer to your document templates helps brand your documents and clearly identify them as coming from your company. By setting this up once ...
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 you use fields from only one View/Table. If you're sending the template as-is, you can use fields from ...
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 ...