- In Configuration, select Letters
- Highlight Constituent and open or create a letter to be used for merging
- Create a new export or choose to edit the existing export for this letter
- While in the Export, select Tools, Export Options
- Change the Export Format to Blackbaud Conditional Word Merge and click OK
- Note that the Edit Merge Document button in the top right of the export has changed to Conditional Merge Wizard
- Click on this button and proceed through the conditional merge wizard to create conditional documents for the letter
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