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How to create a Letter with Mail Merge in Confirm

UPDATED: June 28, 2017


How to create letters using the Mail Merge functionality in Confirm:

As per the attached document:

1) Create your Letter Type

2) Create your Letter Batch

3) Create your Mail Merge document

4) Run the Letter Batch

Environment Details

Product Feature: Customer Services

Operating System: Windows 2008


 

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