Merge template to Word in MailManager4Act

  • Perform a lookup of Contacts that you wish to send the letter to
  • Click the menu Write > MailManager4Act > Merge to Word
  • Select a template file and hit Open
  • In the Contact selection screen, select which Contacts will be processed by MailManagfer4Act. If you already have a Group set up in Act with the required Contacts, click Group and select the Group name from the dropdown menu.
  • In the Save Word document to field, browse to a location where the document will be saved to and click Next

  • On the History recording screen, enable the Record History checkbox if you wish to record the content of the letter to the Contact's History.

  • Click Next to proceed with the Merge to Word.
  • Once complete, MailManager4Act will automatically launch the final Word document.