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Merge your document

  1. Go to Main > Client > Client > Animal Details > Select an animal.
  2. From the Animal Details window, click New Document and select the required letter.
  3. In the Name box, type a name for the letter.
  4. Click OK.

Example: To create a vaccination letter for Fluffy.

This will automatically open Word and merge the letter for you.

Locating documents previously created for clients or animals.

When you wish to look at existing documents for an animal, go to the Animal Details window and click Documents.

When you wish to look at the documents created for a client, go to the Client Details window and click Documents.

See Also

To Create a New Word Document

Using Wordpad for Merges