How to Mail Merge a Sales Document

Mail merge enables you to automatically have your documents filled in. This includes:

• Memorandum of Sale

• Confirmation of Offer (To Offerer)

• Notification of Offer (To Vendor)

This article is linked to how to create a Sales Mail merge document (hyperlink here)

1. Creating a merged Unit document

Either do this via Sales unit index page or within the Unit>Unit documents>mail merge

Once the tab has opened, begin to select the mail merge template and then press continue and complete the merge

2. Creating a merged Offer document

Go to a Unit> offers (create Offer) > create Mail Merge

This is linked to how to create an offer