To create a mail merge

 

 

 

 

 

A very simple query would be to set the Type Equal to Client. This would send a letter to all your clients. But you can Filter using multiple criteria. If you wanted to send your letter to only clients who lived in WA then add a new line that sets the State equal to WA.

 

 

If you click Create New you will need to select the object type (usually Microsoft Word) and click OK.

 

 

If you click From File you will need to find the file’s location on your hard drive and select it.

 

9. Create your Word document using the merge fields and including standard text, close and save any changes.

 

10. Select the new template in FilePro and click Run, then OK.