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 via the Fields button on the left side, navigating to Subforms and then Repeat as below: 
2. Navigate the Repeat Region advanced field as below - inserting a table for row repeat, choosing your subform module, and ticking each relevant box for the information you need, then click repeat at the bottom of the list to confirm choices: 
3. 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