How do I automatically run all of my acknowledgement letters?

The attached document will walk through setting up a master merge template to easily launch all of the acknowledgement letters.
We have prepared a document to walk you through the steps necessary to automate your acknowledgement process.  The process is this:
  • FIMS: Run the Gift Acknowledgment Export from the Process Tab in Unposted Gifts to create a data file to use for creating the merge letters
  • MS Word: Using the exported data file, create the acknowledgment letter(s) in Word
  • MS Word: Test the merge letter(s) against the data export from FIMS
  • MS Word: Create a master Letter to launch all acknowledgment letters at one time
  • MS Word: Add the header to the master merge letter
  • FIMS: Install the macro files in MSWord if necessary using FIMS tool
  • MS Word: Run the macros to split the letters into the desired Windows folders
  • FIMS:   Run the export and this .fill in the Autolaunch Document field to test the automatic letter creation

Details of each of these steps can be found in the attached document.
GiftAcknowledgement.pdf

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