e-manage|ONE empowers users to efficiently generate Microsoft Word Templates, enabling seamless mail merges for contacts. These templates can be stored within e-manage|ONE, ensuring universal accessibility for all users. With just a few clicks, you can send these mail merges as emails, eliminating the need for physical document printing.
Performing Mail Merges:
Highlight the desired contacts.
Select "Write Letters."
If there are duplicate names in your criteria, a message will prompt; select "yes."
The highlighted names will appear under "Recipients."
It's crucial to understand that the data merged from e-manage|ONE depends on where the mail merge is conducted. Below are a few examples of where Mail Merges can be performed.
Project Contacts Merge:
Navigate to the specific project you want data pulled from.
Perform the merge from the Project Contacts side panel by selecting contacts and clicking the mail merge button.
Project Contacts Analysis Merge:
Execute a Project Contact Analysis and perform the mail merge from the Actions menu within the analysis window.
Service Agreement Merge:
Access Analysis
Check the "Include Contacts" checkbox and use the Mail Merge button in the Search window.
