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1. Select CRM\Merge Doc. from the Sidebar.
2. On the bottom right of the screen, click New. The Select Merge Document Communication Template dialog will be displayed.
   
3. Select the required options:
   • Create Job Comment? – select Yes if you want a comment in the CRM\Comments
   • Create History Record? – select Yes if you want to see a record in the Job Merge Document History screen
   • Merge Recipients – click on Create New MME Criteria or Select Existing MME Criteria.
4. From the Documents list, select the document to be merged.
5. Click OK.
6. Select the Base Criteria
   
7. Select the Field Criteria
   
8. Enter the New Bulk Mail Merge Title and Description on the Advanced Tab and click Save.
   Note: This criteria will be saved for future use and is available using the 'Select existing MME criteria'.
   
9. Confirm the Mail Merge Recipients. You can select one client, multiple clients (using Ctrl+Shift) or All recipients.
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10. Click OK.
11. One merge document will be opened in Microsoft Word displaying all letters for all recipients.

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