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Creating and Uploading a Bulk Mail Merge Document

Unlike the single generation Mail Merge Documents, Bulk Mail Merge Documents allow you to merge many contacts at once instead of just a singular contact.

With over 100+ mail merge fields available to use, iDashboard allows you to create any type of document you wish.

Below are step by step instructions on how to create a Bulk Mail Merge Document for iDashboard.

An example Bulk Mail Merge Document has been provided at the bottom of this article to display how to structure your document.

A list of all available Merge Fields can be located by going to Admin & Account Settings > Library > Mail Merge Fields. Or alternatively all Mail Merge fields can be located in the following articles.

NOTE: You must have a Full Access Role (Administrator Role) to be able to upload Bulk Mail Merge Documents to iDashboard. If you do not have a Full Access role, please ask the administrator of your office to provide assistance.

NOTE: Unlike single generation Mail Merge Documents where Microsoft WordPad or Mac's Text Edit needed to be used, Bulk Mail Merge Documents need to be created in Microsoft Word.

NOTE: Mail Merge Documents must be saved as an .DOC or .DOCX file from Microsoft Word.

Hot to Create a Bulk Mail Merge Document

  1. Open Microsoft Word.
  2. If you already have a letter created that you would like to make into a Bulk Mail Merge Document copy and paste this into your document. If you do not have a letter already created we recommend writing this before you begin these steps.
  3. Replace the content you would like to have merged with the applicable iDashboard Mail Merge fields by copying and pasting the merge fields into your document where you would like the merged content to be displayed.
  4. Once all Mail Merge fields have been entered, save your Bulk Mail Merge Document.

How to Upload a Bulk Mail Merge Document

NOTE: You must have a Full Access Role (Administrator Role) to be able to upload Bulk Mail Merge Documents to iDashboard. If you do not have a Full Access role, please ask the administrator of your office to provide assistance.

  1. In iDashboard go to Admin & Account Settings > Library.
  2. Click Add New Item
  3. Select Bulk Mail Merge
  4. Give your Document a Name.
  5. Assign a Category for your document, or leave this as Uncategorised.
  6. Provide a Description for your document or leave this blank.
  7. Click Browse and select your Bulk Mail Merge Document from you computer.
  8. Click Create Item.

Your Bulk Mail Merge Document has now been uploaded to iDashboard. You will be able to generate your document from the WorkSpace area of Contacts in iDashboard.

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