Mail Merge
Resolving Certificate Errors During the Mail Merge Word Add-In Installation
This article is part of the Mail Merge section. Find all related articles here: Mail Merge If you encounter a certificate error that states "There was an error during installation" while installing the Word add-in for mail merges, you need to run the ...
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 ...
Sending Mail Merge Communications to External Print Providers
This article is part of the Mail Merge section. Find all related articles here: Mail Merge If you're sending documents to an external printing service, as outlined here, follow these steps when running a mail merge to send your communication: Click ...
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 ...
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 ...
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 available to all CPL users, add it to the Templates directory: Go to the System menu at the top of the main window. Select ...
Setting Up Standard Mail Merge Templates without the Add-In
This article is part of the Mail Merge section. Find all related articles here: Mail Merge Introduction This article is for users who do not use the Mail Merge Add-in provided by CPL. and instead work directly with Word's Mailings tab for mail ...
Setting Up Standard Mail Merge Templates with the Add-In
This article is part of the Mail Merge section. Find all related articles here: Mail Merge Introduction To use Mail Merge as outlined in this article, you must first install the Mail Merge Add-in provided by CPL. You can find the add-in in the ...
Creating a Blank Mail Merge Template with Header and Footer
This article is part of the Mail Merge section. Find all related articles here: Mail Merge Using headers and footers in your document template helps brand your documents and clearly identify them as coming from your company. You can set 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 that you use fields from only one View/Table. If you're sending the template as-is, you can use mail ...
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 ...