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How to Add a Mail Merge Document Group

How to Add a Mail Merge Document Group

  1. Select the Document Groups list. A shadow will appear around the list to indicate it is selected.
  2. Select a document group folder.
  3. Click the New button. The Add New MME Document Group prompt will appear.
  4. Click the Yes button to add a new group as a child of the current group. The MME Document Group dialog will be displayed.

OR
Click the No button to add a new group at the same level as the current group. The MME Document Group dialog will be displayed.
OR
Click the Cancel button to cancel the process.

      5. Enter the name.

      6. Click the Short Name Copy button () if the short name is to be the same as the name.

OR

Enter a short name.

      7. Enter the notes, if required.

      8. Click the OK button. The MME Document Group dialog will close.