Mail Merge / Bulk e-mail Overview

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:

1. Highlight the desired contacts.

2. Select "Write Letters."

3. If there are duplicate names in your criteria, a message will prompt; select "yes."

4. 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.

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Project Contacts Analysis Merge:

• Execute a Project Contact Analysis and perform the mail merge from the Actions menu within the analysis window.

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