Once the template has been created, we will need to select our grouping so only one document is created for each account.
  1. Click Communications
  2. Click the category you stored your template in
  3. Under the template name, click Create Documents
  4. Select the category and query name from the drop down menu
  5. Click Next
  6. Under Grouping, select One Document Per Account 
  7. Click Next and proceed through the rest of the steps to generate the documents