Create individual files based on a Mail Merge

Create individual files based on a Mail Merge.

1. Your template should contain a Heading 1 at the top of the letter – This can be hidden text (i.e in white font).

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2. Finish and merge to edit individual documents

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3. In the newly created document Select View from the top tab options

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4. Select Outline in the views area

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It will provide an outlined view of the document:

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 5. Select ALL (Ctrl +A)

6. Click Show Document

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7. Click Create to create a sub-document

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This will create your individual documents:

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 8. Click on Collapse Subdocuments

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9. Save as per instructed to your desired folder:

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This will then save your current document as a Master Document with links to the individual documents:

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You can then open each file by clicking on each link 

Or,

Open the folder you saved your individual documents to and open form there:

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You will notice that each file has been saved uniquely, you can use these file names to enable an upload to Donorfy as per Uploading documents in bulk

 

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