Running saved mail merge processes

Obviously the whole idea of creating saved mail merge processes is that once a process has been created, you can use it effortless again and again: in your next report, making a new email or contract, and so on. You can create a single document or process a batch of records (see Select records to process / create documents from).

Saved Mail Merge processes can be run from

• the Process Selection dialog (Mail Merge > Open)
• a Mail Merge Button on Form
• a Mail Merge List on Form

The first following item requires no coding, the last two require basic coding knowledge.