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This section assumes that you have already created a template and saved it to e-manage. If you have not, you can read the Mail Merge / Bulk e-mail Overview section of this manual that shows how to build a template before performing this action.
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Drill down in the Available Templates by clicking the plus next to the folder(s) you want to see templates for and double click on the template(s) you want to merge (you can choose as many templates as you need to merge). DO NOT DOUBLE CLICK ON FOLDERS - THIS WILL BREAK THE MERGE PROCESS. IF YOU ACCIDENTLY ACCIDENTALLY DOUBLE CLICK ON A FOLDER, CLICK THE CLEAR TEMPLATES BUTTON AND START AGAIN.
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