Your merged document should now appear on screen with merge details of your clients.Use the State property to determine the status of the mail merge operation. The MailMerge object is always available regardless of whether the mail merge operation has begun. Use the MailMerge property to return the MailMerge object. When you've made all relevant changes to the template, click Finish & Merge on the top toolbar of Word. Represents the mail merge functionality in Word. Your first step in setting up a mail merge is to pick the source of data youll use for the personalized information.The template will open in Microsoft Word, where you should edit any sections that may be highlighted in yellow.Once the Mailing List has been selected, click on Choose Start the Step-by-Step Mail Merge Wizard: on the Mailings ribbon tab, click Start Mail Merge, and at the bottom of the drop-down list, select Step-by-Step.Connected to your Outlook account will allow you to send emails using the Nylas API using your Outlook account. You first need to create an Azure application to allow users to connect their Outlook accounts. This feature is present for saving a list of clients that you might use frequently (or specific filtering such as all limited companies which will update dynamically) to allow for quicker selection. Use Nylas Email and Contact API to do a mail merge in Outlook Step 1. You can choose to add All Clients, Specific clients or Advanced client selection (Data mine). If you don't have a mailing list, you will need to create one to include the applicable clients.You will need to ensure you select the Tax Year applicable in your scenario and then choose a mailing list.Import instructions can be found in our article for How do I import a letter template into Mail Merge?.Select the template present in the database already (if applicable) or Import and then Run mail merge.Select Communications > Mail Merge Templates from the left-hand menu.Open Practice Manager from the home screen.You can review the video below for a step by step illustration of the process entailed or continue reading further down the page for the written step by step instructions. ![]() ![]() You can access Mail Merge via Practice Manager and Communications Centre (if you have the appropriate licence). Mail Merge allows you to export client data into Microsoft Word documents, including letters and forms.
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