• Open the Gift Letter in Configuration
    • In the Blackbaud Word Merge Export field, click the new document icon beside the binoculars

    • If an Export is already linked to this letter, click the Edit Export button

    • Select Constituent, Relationships, Contacts, Primary Addressee or Primary Salutation (or whatever information you are needing)

    • Save and Close the Export

    • Save and Close the Letter record