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With bulk letters you can select a template to send to all the members of a group. By using this feature, you can send out all Late Fee letters, an invite to a meeting, or a notice for inspection all at once. 

Step-by-Step Guide to Creating a Bulk Letter

  1. Click on "Groups" in the header navigational bar .at the top of the screen 
  2. Select the group you wish to generate a letter for. (If you have not created a group yet, see Guide to Creating Groups).
  3. From the Group Overview page, click the action select dropdown.
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  4. Click " Letter from Template.
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  5. The bulk letter wizard will then run.
  6. Step one, find  Find and click the appropriate letter from the list of templates, and then click the "Choose" button to the right of the template.
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  7. Next, enter in any custom merge fields that were not within the collection of the doorways supported merge fields.
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  8. If the template included a letterhead merge field and/or custom merge fields that had not yet been setup in doorways, a message will appear reminder the user to create a custom merge field. 
  9. Enter in the un-merged fields for each individual letter recipient.
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A. Enter in a value for each custom field. If the custom field is not applicable, you can leave it blank. 

B. To apply a value to the entire list of recipients, click the

"

Apply Across All Households

" checkbox, and the field will be removed from the other households and applied across all

checkbox. This will clear the field for the rest of the group members. 

8. Click

next

Next to

view a

preview

of

how the letters will be generated for each individual within the group.

Clicking Next will

If you want to make changes, click back at the bottom of the preview. 

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9. Once satisfied, click Next again to generate the letters for each individual

and

. This will save a copy to their household

Letter History

Documents tab. Now is a good time to download and/or print the group letters all at once. You may do so by clicking the

"

print

"

icon in the the preview window. 


Image RemovedSuccess! Click "OK" and you're all done. Each individuals Letter History will reflect the new letter created from the bulk action.

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A. PDF Saved Message - This message will appear to let you know the letter has been saved to the documents tab for the household

B. Download and Print Icons - You can click the down arrow icon to download the letter to your computer or the printer icon to print all of the letters in the group. 

C. Done or Email Households - Click Done if you are satisfied with the letter. Click email households to send an email out to all members. Note: an email address must be saved in the household contact information section of the household in order to automatically fill in the email. You can also manually add an email. 

10. Success! You have generated a letter for multiple households in a group.