Print Batch Letters
A Merge Template must be created to use in this program.
See: How to Create a Simple Letter
Print Batch Letters
NAVIGATION: TOOLS menu > Print Batch Letters
- Enter or select a Letter Code. For example: PATAXL. The Description of the selected letter will be displayed.
- Letter Codes are setup in Merge Setup
- Enter or select a Department code or leave blank for all departments or if departments are not used.
- Select Hire Date or Anniversary Date and then fill in the From and To date range or select No Date Selections as a Selection Type and leave the date range blank.
- Enter or select a From Date if using Hire Date or Anniversary Date as the Selection Type. The date range can be left blank if No Date Selections is the Selection Type.
- Enter or select a To Date if using Hire Date or Anniversary Date as the Selection Type. The date range can be left blank if No Date Selections is the Selection Type.
- Press BUILD FROM SELECTIONS to populate the grid based on the selection criteria.
- Review the employees listed in the grid. Selection criteria can be changed and the Build from Selections button used to get different results.
- Employees that have a check mark will have a letter printed. Click in any box to add or remove a check mark for employees.
- The Letter Date will default to the current date. The date may be changed.
- Letter Date is a variable field that may or may not have been included on the selected letter template.
- Press PRINT BATCH to open the Print Options dialog box.
- The target Printer should be listed under Print target.
- Press CHANGE to select a different printer if the listed printer is not correct.
- Printer is the default Direct to..option. Press the down arrow and select PREVIEW to view the letters before they are printed or leave at Printer and press START to begin printing.
- When previewing, press one of the printer options to send one or all pages to the printer. Right click on a printer icon to open Print options.
- Click START to begin printing.
6/2021