For letters generated in Mail:

Note: For mailings based on gifts (receipts, acknowledgements, reminders) or tributes, there must be at least one record that meets the criteria of the mailing. For example, if running Donor Acknowledgement Letters, at least one gift must be marked Not Acknowledged and meet the criteria selected in the mailing parameters.

  1. In Mail, open the mailing used to create the merge document.
  2. Review the mailing to ensure its settings are set as desired. For letter editing purposes, on the General tab, consider attaching a query or specifying one record from the Include button. (See note above regarding records needed for this process.)
  3. Click Send to Word Merge Wizard. 
  4. Click Next.
  5. If prompted to mark records as "Acknowledged" or "Receipted", click No -- assuming you're just editing letters and not generating actual letters at this point.
  6. Choose to Perform a Simple or Conditional Mail Merge.

    Note: For existing conditional mail merges in versions prior to version 7.70, selecting the Simple merge option in the Mail Merge Wizard will remove all saved letters for that merge, and they cannot be retrieved. 
     
  7. Click Next. 
     
  8.  
     If a Simple Mail Merge was selected in step 6:
    1. Click Edit Merge Document.
    2. Make the appropriate changes to the merge document.
    3. Click on Add-ins in top menu bar in Word.
    4. Click Save and Return to RE7.
    5. Proceed to step 9 below.
    If a Conditional Mail Merge was selected in step 6:
    1. Verify the desired conditional field is still selected. Click Next.
    2. Scroll through list to find desired condition. 
    3. Double-click on row to open record.
    4. Click Edit Merge Document.
    5. Make the appropriate changes to the merge document.
    6. Click on Add-ins in top menu bar in Word.
    7. Click Save and Return to RE7.
    8. Click OK.
    9. Repeat steps 2 - 8 to edit other letters.
    10. When finished, proceed to step 9 below.

     
     
  9. Click Next. (Note: You must click Next to save changes. Clicking Cancel or "X'ing out" at this point may cause changes to be lost!)
  10. On the Select a file name screen:
    • Click Cancel to close the Wizard and return to the mailing set-up.
    • OR Specify a document name and file location to test the merge. Click Finish to run the merge. The merged letters open in a new Word window.
  11. In the mailing set-up, click Save and then close the set-up. 
 


For letters generated in Export:In Export, open the export parameters used to create the merge document.

  1. Open the Mail Merge Wizard:
     
    • Simple merge document
      1. Click Edit merge document. The merge document opens.
      2. Make the desired changes to the merge document.
      3. Click Save and return to RE7 to Merge.
    • Conditional merge document
       
      1. Click Conditional merge wizard.
      2. In Step 1, select the field on which the condition is based.
      3. Click Next.
      4. In Step 2, select the document to edit and click Open.
      5. Make the desired changes to the merge document.
      6. Click Save and return to RE7 to Merge.
      7. Click Finish.  
 

For letters generated in Records:

  1. In Records, click Constituents.
  2. Click Open a Constituent and search for and select any constituent.
  3. Select Letter, Modify Letter Menu from the menu bar.
  4. Select the appropriate letter and click Open. 
  5. Click Edit Export.
  6. Click Edit Merge Document.
  7. Make the appropriate changes.
  8. Click Save and Return to RE7 to Merge. 

OR

  1. Click Configuration, Letters.
  2. Double-click the letter to edit.
  3. Click Edit Export. If the button does not appear on the screen, change the view of the letter. If the button is grayed out, a merge document has not been created for the letter. Click the Create a new Blackbaud Word merge export icon to the right of the binoculars to create a simple mail merge document or a conditional mail merge document.
  4. On the export screen, add or remove the appropriate fields. 
  5. Edit the letter.
  6. Click Save and Close to save the export.
  7. Click Save and Close to save the letter in Configuration.