How to Add Multiple Banks for Multiple Claims on to a Letter

Open the Document Library

1: Click Admin from the menu.

2: Select Document Library from the drop down list – the Document Library will open.

Create a New Document

1: Click New – a new Document Template will open.

Complete the Details

1: Type a Description.

2: Make the letter visible.

3: If required, choose a Header and Footer.

Open the Word Document

1: Click Edit Body Of Document – Microsoft Word will open.

Add the Fields

Type the letter:

1: Using the Insert Mailmerge Field button, add the mailmerge fields for the Banks where required.

2: Each field number relates to a Claim number. (There can be up to 20).

When complete, save the Microsoft Word document and close it.

Save the Data

1: Click OK to save the data and close the window.