Mail Merge / Correspondence Profile
Select the profile you wish to use and select the Execute Mail Merge button. By pressing the Execute Mail Merge button, your word processor will automatically start and merge the data into the selected template/merge file.
Note: Windows may not bring your word processor to the fore-front of the screen, since Filopto is transferring data (merging) to it. You may need to look at the Windows tool bar to locate the open word processor and bring it to the front of the screen.
IMPORTANT:
To execute a mail merge the PC / Remote desktop executing the mail merge must have the word processor locally installed and access to the merge template (install mail merge template in a common shared folder accessible by the user).
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