The Wizard is now ready to create your mail-merged documents.
     
    Note If a tab has a {short description of image} 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.
     
  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.
     
  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.
     
  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.
     
  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.
     
Top   ...for Mailing
    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 {short description of image} warning symbol on it, it is because your source document does not contain an address field.
     
  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.
     
  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.
     
Top   ...for Faxing
    This option will produce faxes in your WinFax outbox. If the for Faxing tab has a {short description of image} warning symbol on it, it is because your source document does not contain the FAX_NUMBER field.
     
  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.
     
    Note You must have WinFax® installed on this computer in order to produce faxes.
     
Top   ...for E-mailing
    This option will produce e-mails in your e-mail outbox. If the for E-mailing tab has a {short description of image} warning symbol on it, it is because your source document does not contain the EMAIL_ADDRESS field.
     
  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.
     
  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.
     
Top   ...for Merging
    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.