Creating onboarding letters

After the required data has been downloaded, this can be easily merged with the letter template to create the onboarding letters which can be handed to the users.

*CRB Cunninghams provide a template that you can use. This template can be edited as required. The latest template file can be downloaded by clicking on the following link: Download Onboarding Letter Template

!If you edit the template, be careful to not edit the merge fields (Example:<< Forename >>).

1. Open the letter template in Microsoft Word.
2. Select the ‘Mailings’ tab and press Select Recipients > Use an Existing List…
   
3. Browse and select the download UsersExport file (created in the previous section)
   
   1. If asked, ensure that ‘Other encoding’ and ‘Unicode (UTF-8)’ is selected and press OK.
      
4. At this point, the merge should be complete. You can preview the letters by toggling the Preview Results option to on and then using the forwards/backwards arrows to flick through the letters. You should notice the relevant details changing as you navigate.
   
5. To print the documents, within the ‘Mailings’ tab, press Finish & Merge > Print Documents…
   
6. If you wish to print all the letters, leave ‘All’ selected to print all letters and press OK. Additionally, you may wish to print a few letters at a time, you can achieve this by just printing the current record, or entering values in the ‘From’ and ‘To’ sections.