Editing a Mail Merge Template

You may want to edit your mail merge templates for printing out enrolment records. 

Doing so is just as easy as editing your email templates so long as you understand where your information is coming from.

To edit your mail merge template: 

• Find the templates button in the setup menu, by clicking the setup wheel.

• Click on the mail merge tab and select the edit pencil when hovering over the template you wish to edit.

• Type in the heading or field being addressed where you would like it. In this example we have typed: Full Name. and then tabbed across to the next space for data entry. Once you have that input, you can find your field on the side menu and double click to input it where your type cursor is on the page.

• Tables can be added via the inset button on the side or where a cursor is placed:

• Table themes can be selected from a list once your fields are in place

How to add subforms (like authorised nominees):

1. Create a new "Repeat Region" table by clicking on 'Automate' --> 'Subforms' --> then choose the type of subform/related list you would like to create (in this example we are choosing 'Authorised Nominees') --> 'Insert Repeat Region' --> 'Insert Table for Repeat Row':
2. Add the number of columns you would like in the table:  
3. Add the column titles and then add the merge fields in the second row as per the below:
4. You can then customise the look of the table if you need to:

Once your document is set up to your liking, you can move on to Print a copy of a child's enrolment record