Creating Merge Letters

By creating a template document in Rich Text Format you can merge customer details into another .RTF file for distribution. Template files are expected to have TP_*.RTF

To create a merge letter:

1. Open a Debtor or Creditor account and go to the Documents tab.

2. Open the Select Clarity Merge Letter window by clicking the button. Choose the appropriate template from the list.

   

   You should already have a “form letter” prepared with the database fields you wish to insert into the letter defined. An example is given below.

   

3. You will be asked to choose the original Template file and destination for the output file. Choose these and select OK.

4. Once the document has been created, MYOB Exo Business will open it up automatically.

   

5. On closing this document, MYOB Exo Business allows you to put in the referencing information for the document before you save it.

Related Topics

Accessing the Document Manager

Document Manager window

Managing / Creating Documents