Estimate Works provides easy access to the Word mail merge feature. Additional documentation on the Word mail merge toolbar and tasks that will appear when using our Mail Merge menu selections is available through the Microsoft Word Help file.
Adding a merge document:
Select Mail Merge - Add Merge Document to add a new mail
merge document. You will be presented with a blank document that is already
configured to use your current client database. You can use the Word 'Mail Merge
Helper' to edit the current document. Save any new Estimate Works merge documents to the 'MergeDocuments' sub-directory (C:\Users\Public\Documents\Estimate Works V6\MergeDocuments\) to make them easily
accessible to the program.
Insert merge fields from the Word Merge toolbar and any text you wish to use in your form letter. You can now print the merge document to either a new document or directly to your printer.
Editing a merge document:
Select Mail Merge - Edit/Print Merge Document to open an
existing mail merge document from the 'MergeDocuments' sub-directory (C:\Users\Public\Documents\Estimate Works V6\MergeDocuments\). Edit the
document if needed then print the merge document to either a new document or
directly to your printer.