- Perform a lookup of Contacts that you wish to send the letter to
- Click the menu Write > MailManager4Act > Merge to Email
- 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