Merge Documents - Adding

Main Menu > Miscellaneous > Merge Documents-Summary

Applies to Form: Merge Document Summary

Once you have set up the appropriate categories for your merge documents, you can add your merge documents to those categories. There are three main types of merge document that can be created:

1. Letter type document (Normal merge document using a word processing application like MS Word)
2. Email type document (The merge email can either be a text or html email)
3. SMS type document (The merge SMS is sent via the SMS gateway)

NOTE: For both the Email and SMS options their respective settings need to be setup in the SchoolPRO Registry