• 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