Outputting documents using letterpacks

To output documents from a letter packs:

1. From the Tool bar select

Circulars and Mailing > Letterpacks

2. Select the letter pack to produce.
The Document Production Wizard opens with the documents of the letter pack sleected.

The Document Production Wizard displays a combined view of the options applicable for all the document contained with the letter pack.

Note: The document Production wizard will only display templates that apply to the current job type. i.e. If the display option for a templates is set to "Deed of Company Arrangement" then a template will not display in the document production wizard if the display options is set to "Voluntary Administration". If templates apply to more than one job type then you will need to set the display options accordingly. 

The below screenshot shows the Manage Document Template Display Options:

A letter pack may contain Document Templates that have different data sources, but, if you want to combine the output into a single document the header template will contain the data source of the merge recipients.

We provide a Key that highlights some aspects of the Document Production Wizard:

When outputting documents that contain a merge data source merging a letter pack you will be presented with a list of documents that will be merged. You can untick any document you do not want to include in the merge.

Combine Word Documents cannot be used where multiple documents have multiple data sources, even if they are the same data source.

What can be combine are:

• One main document can be combined with other documents that don't have a data source.
• Multiple documents that have a single recipient data source
• Multiple documents with no data sources.
  
  

You may edit the Category where the document is saved by clicking on the ellipses and selecting a new category. 

Output Content to New Category creates a folder within the Main Category where all the documents are to be saved. This options is ticked by default however you can untick if not required. In the example below the New Category is 'Statutory Report to Creditors_20180209.