Performing a mail merge to Word in Document Manager
This support note applies to:
- AE Document Manager (NZ)
- AE Document Manager (AU)
- AO Document Manager (NZ)
- AO Document Manager (AU)
Article ID: 23498
When performing a mail merge in MYOB Document Manager (DM), you have the option to either save the document to every client selected for the mail merge, or save the document to one client only.
The mail merge in DM has 2 main options:
| Option | Description |
|---|---|
| Option 1 - Single Document, separate pages | This option must be used when using the mail merge to print labels. If you wish to save one copy of the document in DM, select this option. If you selected fifty clients for the mail merge, with a one page newsletter standard, this option will save one document to the client selected, that will be fifty pages long. |
| Option 2 - Multiple Documents | Use this option to save an individual copy of the document to every client selected in the mail merge. Do not use this option for printing mailing labels, as only one label will print per page. If you selected fifty clients for the mail merge, with a one page newsletter standard, this option will save fifty documents, one document per client. |
Prior to running the mail merge, decide if you need to save an individual copy of the document to every client selected in the mail merge.
For detailed instructions on using mail merge to Word with Document Manager,, download the attached PDF: Word Mail Merge in Document Manager 5.4.27 and above.pdf.
Further information on this process is available in the MYOB Help Centre topic: Using Mail Merge.
Information on creating a mail merge to email is also available in Creating a mail merge to email in Document Manager