Help Documentation

Mail Merge

Mail merge helps users create and print multiple copies of a particular document to be sent to different recipients. Given below are steps to how you can apply a Mail Merge to a document.

Step 1: Import Data Source

  1. In the Tools tab > Mail Merge click Import Data Source.
  2. You can either import the CSV file from your computer, contacts or Zoho Sheet.

Step 2: Insert Merge Fields

  1. As soon as you upload the CSV file, input the database fields contained in the CSV file.
  2. In the Tools tab > Mail Merge click the Insert Merge Field, and select the required fields to merge.

Step 3: Finish and Merge Document

  1. Click Finish and Merge option.
  2. You can preview the merged document, or email it directly to your friends and colleagues. You can also edit the merged document to make any changes.
  3. You can also supress the blank fields, from the Advanced Options.