Creating Merge Letters

You can merge customer details into a Rich Text Format (.RTF) file by creating a template document. The names of template files begin wth TP_ and have the extension .RTF.

To create a merge letter:

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

2. Open the Select Clarity Merge Letter window by selecting Create Merge Letter from the Actions menu. Choose a template from the list.

   You should already have a form letter prepared with the database fields to insert into the letter. Here's an example:

   

3. Choose the template file and the destination for the output file, then click OK.

4. Exo Business opens the document.

   

5. When you close the document, you're prompted to add the referencing information to the document before you save it.

Related Topics

Accessing the Document Manager

Document Manager window

Managing / Creating Documents