You would use Mail Merge to quickly send letters to multiple recipients

• To use mail merge, you have to initially set up the templates you want to use
• Be aware this process may be slightly different dependant on the version of Word you are using (if in doubt feel free to call our support team – 0845 862 0405)

1. Open the letter you want to use as a template in Microsoft Word
2. Click ‘Mailings’ drop down (This option could be under the ‘Tools’ heading)
3. Select ‘start mail merge’
4. Select ‘Step by step mail merge wizard’
5. Select the type of document you want to use from the right of the screen (letter, email etc…)
6. Click ‘Starting document’ link at bottom right of the screen
7. Select ‘Use the current document’
8. Click link at bottom of screen ‘Select recipients’’
9. Select ‘use an existing list’
10. Click ‘Browse’
11. Navigate to the ‘Templates folder’. This will be found in the CareFree file that is stored within your ‘Program Files’
12. Double click the clients or carers list (depending on who you wish to send the letter to)
13. Click OK when
14. Select ‘mailmerge$’ table and click OK
15. Click OK again
16. Select the link ‘next – write your letter’ from the bottom right of the screen
17. You can now edit your document in the normal way if needed
18. If you want to add more merge fields select ‘more items’. After you have done this select what details you want to be imported from CareFree and the press ‘Insert’
19. Click link ‘Preview your letters’
20. This will show the letter as it will look when sent
21. You can now print the letters and then save it to the templates folder within your systems carefree folder (This file will then be available directly from CareFree for future use)