How to create your own Mail Merge Documents/Templates

Shiftsuite can produce a variety of letters and notices within a few clicks of the mouse. 
Shiftsuite will accept any Word Template file you create; however only specific Merge Fields are allowed. 
Your letters need to reference specific fields within Shiftsuite in order to properly produce the figures you are looking for.  This document serves as reference for you as to what Merge Fields can be used for each type of notice.

• Find the type of letter/merge you are doing using the below list.
• Use any of the of the available fields for that letter category.
• To insert a merge field, press CTRL+F9. Word will insert a merge field in the format {}.  Right click on the merge field and selected Edit Field.  Under the “Choose a field type”, select Merge Field, and in the “Field Name” textbox, enter the field name from the tables below.
• After the last character of your Document insert (Next Page) Page Break under the Layout tab by clicking on (Breaks).
• Save the template as a .dotx file on your Local Machine (i.e. My Desktop)
• Upload the word template in System > List Maintenance > Mail merge templates
• If adding a new document, select NEW from the toolbar and enter all the information. *Remember, if the template is currently saved on your computer or network you must use the drive letter with reference to YOUR machine i.e. C drive on pmcomputer.
• Confirm they are working by running the respective letter/merge from the menu.

The attached file breaks down the various merge fields you can use, for each Type or Category of letter you are creating.