Open the Mail Merge Documents editor
- See "Set Up Mail Merge Documents" for details.
Select / Create Envelope Document - Click the name of the envelope document you want to work with. (i.e. Envelope Patient, Envelope Responsible Party). If an envelope document does not exist for the type of letter you want to work with, click New, and create a document that simply includes the name and address variables that you want to use.
Choose Envelope Printer Type - Click the Printer Type column and select the Envelope option. Repeat this step for all of your envelope documents.
Assign Envelopes to Letters - Select a mail merge letter to work with, then click the Envelope column and choose the appropriate envelope document to assign to this letter. Repeat as needed for your merge letters. If a mail merge document never needs an envelope, leave the Envelope column blank.
│ 
