If you would prefer to process your documents locally, rather than have the server construct them for you, then you can use our Word Module.
If you do not have the Word module installed then it would be worth giving us a call so that we can set this up for you.
Once installed:
- Go to the Documents tab (within the funeral record) and click on the “export this record for external mail merge” button:
- You will receive a prompt to save the file which you need to accept. Please ensure that the file saves into the same folder each time as it will be picked up by the Word module.
- Open the Word module and you can now merge documents which will save locally.