(note: this tutorial needs updating)
This starts the Mail Merge Wizard.
2.0 To create an email based on a mail merged Word document, check Document.
2.1 Give a name to the process indicating what type of email will be created.
2.2 Indicate if you want all records in the data source to be selected or only the current one (see also Select records to process / create documents from) to create the email from.
2.3 Check any of the available Document options. For details see Creating a Document
2.4 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)
4.1 To whom will the email be sent. This field can use expressions.
4.2 What should go in the Subject of the email. This field can use expressions.
4.3 In Body select [Use mail merge document]
4.4 Press Next button (->) to Email with Attachments
4.5 Press Next button (->)
5. Press 'Create template and process' button. From now on the saved email process is visible from the Process Selection dialog and can be started from there.