Downloading a Previous Mail Merge Document

Downloading a Previous Mail Merge Document

AdvisorEngine CRM allows you to re-download any merged letter document created through the Correspond > Letter function. Note that to appear in the Correspondence History list, a Recipient List must have been created when the letter merge was originally done.

  1. Navigate to Correspond > Correspondence History from the Site Navigation.
  2. Find and click the correspondence history item you want to re-download in the history Grid.
  3. Click View Document to initiate a download through your web browser.

    • Related Articles

    • Common and Helpful Merge Fields Glossary

      Confused about what some of the merge fields available in the CRM Document Editor are? Not sure what is available to use? This glossary below will define some of the more common and popular fields available, showing you where from your data they will ...

    • Online Document Editor

      AdvisorEngine CRM features an online Document Editor for use in creating emails, letters, envelopes, labels, or just general documents. Though the features vary slightly depending on the purpose for which you are using the Editor, the functionality ...

    • Creating New Document Templates

      This article covers creating a Document Template using the Online Document Editor. To see how to create Templates offline in Microsoft Word, see the article on the Template Kit. To create a new Document Template using the Online Document Editor: Use ...

    • Document Workspace Overview

      The Document Workspace provides a location for you to view all the documents associated with a Record and make any necessary changes. The Document Workspace may be accessed globally or on an individual Record. The global workspace will allow you to ...

    • File Not Downloading When Selected

      Downloading a file from AdvisorEngine CRM may seem to fail without any error. This typically occurs as a result of pop-up blocker settings in your browser. Check your address bar for an indicator: Though you can circumvent the immediate pop-up block ...