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Editing a Mail Merge document template

Once a document/letter template has been created for mail merge purposes, you can edit the templates via the Mail Merge Wizard.

You may want to edit a template if there is a spelling mistake or you need to update a year reference contained within the body of text or to add additional information to your document template. You can also add or remove mail merge fields in your document templates.

If you want to edit letter templates, you should do this from the Mail Merge Wizard in AE/AO and not directly in Microsoft Word.

To edit an email template
  1. In AE/AO, select the Find Clients page and then select a client who has an email address and click the Mail merge wizard from the TASKS bar.

  2. In the Select the mail merge method screen, select the default method of Word document mail merge - create letter or label and click Next.

  3. In the Select the Word template for letters and labels screen, right-click on the document template you wish to modify and click Edit Template.

  4. Make the required changes and then click OK. Close the Mail Merge Wizard by clicking Cancel.

    In Microsoft Word, you can click the Insert Merge Fields icon on the left of Insert Word Field on the toolbar to add Practice Manager merge fields to your template. A list of database fields available for the template appears once you select the icon.

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