Generate Header File

  1. Go to Marketing & Communications > Acknowledgements
  2. Select the Letters tab
  3. Select the letter and click Edit
  4. Take note of the Export Definition in use
  5. Close the letter
  6. On the Letters tab select Generate Header file
  7. Output Type: Export Definition
  8. Select the export definition from Step 4 above
  9. Save the header file


Create merge document in Word

  1. Open a new Word document
  2. Merge Step 1 - Select Mailings > Step by Step Mail Merge Wizard
  3. Merge Step 2 - Select Document Type = Labels and click Next
  4. Merge Step 3 - Select Use = Current Document and click Next
  5. Click Browse
  6. Find Header file
  7. Header Record Delimiters - Select Ok
  8. Mail Merge Recipients - Select Ok
  9. Click Next
  10. Select Insert merge fields to insert fields where you want them to go
  11. Merge Step 4 – click Next
  12. Merge Step 5 - click Next
  13. Merge Step 6 – Select File, Save and close

Add the envelope merge document and process Acknowledgements

1.  Go to Marketing & Communications > Acknowledgements
2. Select the Acknowledgements tab
3. Find the Acknowledgements process that corresponds with the letter in Step A above
4. Select Edit
5. Next to mailing label template select Choose file

Choose File Image

6. Browse out to the word merge documents created in Step B above
7. Click Save
8. Process Acknowledgements
9. Select Merge Labels

Merge Labels