Skip to main content
CCH Software User Documentation

Create a letter template - MS Word document

Product Help Banner.png


Create a letter template - MS Word document

Access the word document templates from Mail Merge wizard.

  1. From the toolbar, access the Contacts.PNG or Clients.PNG option to open the Find Contacts or Find Clients tab.

 2. Tick the check box which on the left of any contact or client line.

 3. Click on the task bar, as below:

Mail Merge - contacts and clients - mail merge wizard access.PNG  

4. The Mail Merge 1 of 6 stage opens, on the Output Selection's drop down list choose Letters. Click Next.

Mail Merge - word document template - stage 1.PNG

5. The Mail Merge 2 of 6 stage opens, it lists all templates available. To add a new template click Add New Template.

Mail Merge - word document template - stage 2.PNG

6. The Microsoft Word application opens (if you have it installed).

   Create the word template in the blank document, using the option Mailings > Insert Merge Field

Mail Merge - new word document template.png

7. Save the template, making sure that:

Mail Merge - saving the new word document template.PNG

8. Click Save and close the file, the template will be available to use along the existent ones.

It is mandatory that a word document template is saved as Word Template, otherwise it will not show on the list of templates on the  Mail Merge routine.



  • Was this article helpful?