1. Select Export and open a new export
  2. Select the type of export you want to create
  3. In the Export format field, select Blackbaud Simple Word Merge and click Create Now
  4. On the Filters tab, select criteria to determine which records to include in the export
  5. On the Output tab, add fields from the Available Fields box to the Output box. These will be the merge fields in your document. For example, add the Student name and the Address, City, State/Province, and ZIP/Postal code fields.
  6. On the export toolbar, click Edit word merge file 
  7. Microsoft Word opens to a blank merge document. On the Add-Ins tab, notice the options in the action bar: Insert Education Edge field, Insert Word Field, and Save and Return to EE7 to Merge
  8. Type the body of the letter. To insert a merge field, click Insert Education Edge field and select from the list. For example, to insert the student's name, click Insert Education Edge Field, and select the Student name field.
  9. Repeat these steps to continue placing the merge fields in the document
  10. To save the document and return to Export to continue the merge process, click Save and return to EE7 to Merge
Note: To make further changes to merge document in Word, click Edit merge document from the export
  1. Click Merge Now
  2. When prompted, enter the name and browse to the location where the final documents will be created
  3. Click Save. When the export completes, a screen appears displaying the number of rows exported.
  4. Click OK to return to the export.
  5. To save the export, click Save and Close on the toolbar.