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Create a mail merge

Create a new mail merge.

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Written by Harry Ledger
Updated over 2 months ago

Mail merges are created using the Admin Tool and are typically used to generate documents or letters based on employee data.

Please note that creating a new mail merge falls outside the scope of standard support. It is considered a training need or configuration change.

We recommend watching our dedicated webinar, which provides a step-by-step visual guide to help you create a mail merge. If you would prefer hands-on assistance, consultancy services are also available.

To arrange training or consultancy, contact your Account Manager or Customer Success Manager.

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