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The Wizard is now ready to create your mail-merged documents. |
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Note If a tab has a warning symbol on it, it means that you cannot use that option because a required field was not in the source document. To
Mail letters, your document must contain an ADDRESS field, for Faxing it must contain the FAX_NUMBER field and for E-mailing it must contain the EMAIL_ADDRESS field. |
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Create in
This is the name of the folder that will be created in your Mail-Merged Documents pending tray, containing the output from your mail-merge. This does not apply to e-mails, which are sent straight to your e-mail out-basket. |
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Annotation
This is the note that will be filed along with each document. The annotation should contain a note about why the letter was sent and details of the campaign of which it is a part. Bear in mind that you might want to filter on this annotation in a future mail-merge. |
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Include the mail-merge document in the export file
This option applies only to exporting a Word® table, and if ticked it will include the source document in the export file so that you can use the Word® mail-merge feature instead of our own, if you wish. |
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Create a Virtual Folder
If ticked, the Wizard will create a virtual folder in the root of the filing tree containing everyone who passed through the filter. This is useful if you want to 'work a list' and follow-up your mailing. |
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...for Mailing |
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This option will produce letters that you can print out (using your word processor) and mail to your contacts. If the for Mailing tab has a warning symbol on it, it is because your source document does not contain an address field.
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A single file containing all --- documents
This will produce a single document in which each letter starts on a new page, so that you can print the entire mail-merge in one go. This option is recommended for small mail-merges as you word processor may struggle to open a large document. |
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Multiple files, each containing 10 documents
This will produce several documents, each containing 10 documents. You can change the number of documents in each file by using the up / down button. This option is recommended for large mail-merges. |
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...for Faxing |
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This option will produce faxes in your WinFax outbox. If the for Faxing tab has a warning symbol on it, it is because your source document does not contain the FAX_NUMBER field.
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Options
In the WinFax® Options screen you can select a cover page (if you wish), enter a Subject (which will appear in the WinFax® log), and other options such as resolution and transmittal time. |
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Note You must have WinFax® installed on this computer in order to produce faxes. |
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...for E-mailing |
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This option will produce e-mails in your e-mail outbox. If the for E-mailing tab has a warning symbol on it, it is because your source document does not contain the EMAIL_ADDRESS field.
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Send via
Choose the e-mail account that you want to use for sending your e-mails. Bear in mind that if anyone replies to your message, the reply will come back to this account. |
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Subject
This is a the Subject as it will appear for whoever receives your e-mail. You may want to filter on the subject at a later date so try and make it unique if you can. |
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...for Merging |
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This option will produce a file from which you can run your own mail-merge, or you can use it to export your database ready for importing into another application. |
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