This starts the Mail Merge Wizard.
2.1 Give a name to the process indicating what type of directory will be created.
2.2 Press Next button (->)
3.1 (optional keep or rename the template)
If the template already exists you will be asked if you want to use the existing one. If not, you will be asked if you want to overwrite it. If another process uses this template, you will be informed about it.
3.2 (optional specify a document or template you want to base the template on)
You may already have the text of a contract, or there may already be a template that has the address merge fields in place
3.3 Press Next button (->)
4. Press the 'Create template and process' button.
5. Select and order the fields that has to appear in the directory (see Select Items). Note that contrary to 'Creating a Listing' subforms are also picked up. These will be interpreted as tables. This makes it possible to make a report with selected orders with their details to check.
After the fields are in the right order the generation process starts. Once finished the Template Designer opens. Here you to make the template as required by drag and dropping mail merge fields, adding text, etcetera, and save.
From now on the saved listing process is visible from the Process Selection dialog and can be started from there.