Mail Merge Wizard - Process

On the first page of the Mail Merge wizard you select the process type you need and give it a name.


Process type

Select the type of Mail Merge process you are trying to make. Press one of the buttons on the bar above the list to easily find the one you are interested in.


Name used to identify a saved process. It is used from the Process selection dialog

Iterate over

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)