Create the Mail Merge

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Please note: Mail merge is available on the regular plan and upwards

 

Once you have clicked  this will start the merge process 

1) Enter a Name for your template. Please note, this field is mandatory. 

 

2) Choose who you want to circulate the document to. Selected employees - This can be individual employees, departments and divisions. Start typing in the field underneath and you will see the employees name appear. 

 

 

Alternatively you can select all employees. 

 

3) Click  

4) You will receive a message confirming your merge is being created. Click  to return to your merge list 

 

5) This will create the mail merge as a draft for you to review. 

 

6) Click review draft and send 

 

Click here to learn what happens next 

 Alternatively you can download our mail merge guide at the bottom of the article. 

 

 

 

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