Table of Contents
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Adding a link to a mail merge document
To add a link to a document:
Click the Add Link... button.
1
The
Select one of the following document types:
2
•
•
•
If you selected
3
a
b
c
If you selected
4
a
b
c
If you selected
5
Custom Letter Content Document
This list contains the documents that were created with the Custom Forms feature.
Point User Guide
Marketing Document & Options
Mailing Label
(go to
Step
Email
(go to
Step
4)
Custom Letter
(go to
Step
Mailing Label
In the
Match Fields
section select a Point field for each address field component.
The list of fields is retrieved from the report template. If a field that you need is not
listed in the dropdown list, update the report template to include the field.
In the
Mailing Label Templates
[Select when generating]
If you select
Avery labels when you generate the report.
Click OK.
Email
, complete the
Enter a subject for the e-mail in the
In the
Email Address Field
address of the recipient.
The list of fields is retrieved from the report template. If a field that you need is not
listed in the dropdown list, update the report template to include the field.
Click OK.
Email
Custom Letter
or
dialog box is displayed.
3)
5)
:
section, select an option to use for address label.
, you are prompted to select from a list of
Email Option
section.
Email Subject
field, select the report field that contains the e-mail
,
select a custom document from the
list and click OK.
Creating custom reports
field.
Email/
387
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