Index

To add a merge document template

If you have previously set up a merge set that has all of the required fields then continue as below, if you need to set up a new merge set click on the link for further instructions.

If you don’t see a confirmation message appear, then hold down your Alt key and press TAB until you do. If you see an error message like the one below click Yes each time you see it. To ensure that this message does not continue to appear follow the instructions here.

Once you have finished editing the document, select Close on the File menu and return to Filepro, or click the Close button

. Do not select 'Save As' as your changes will not be reflected in Filepro.

You will now need to add this document to a Profile.

To add a merge document template

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