MailMerge is a LegalOffice app enabling a firm to generate multiple precedent documents or emails using data held in their LegalOffice database.
Set up
There are two components required to use MailMerge – a Query to select the data and a richtext Precedent to create the document or email.
Query
Create a query. All data held in LegalOffice is available for selection using a standard SQL query. Users with a reasonable understanding of SQL can write this query themselves.
There are three mandatory fields required when creating any query, these being the Client Number (query field label must be Client), Matter Reference (query field label must be Matter) and the Client/Matter author (query field label must be Author) .
Precedents
You can create the precedent using the Richtext precedent app. Any database fields to be used in the precedent must be included in the query. The field labels displayed in the query must be used as the variables in the MailMerge precedent.
Using the MailMerge Program
Run the MailMerge app from the LegalOffice admin menu Misc tab.
Select the Input SQL file from the drop down list and choose the query to be used in your mailshot.
Click the generate button. This lists the client/matter plus any additional fields selected in the query.
Use the filter bar options to determine the precedent to use and whether to create a document or email.
You can use the standard Windows method to select your records, or the filter option Select e.g. only records with an email address.
When you have selected the clients to be contacted, click the Letter or Draft Email button.
Letter precedents be generated and saved to the DMS using the parameters set in the Precedent code.
Email precedents will create and save an email in your Outlook Draft folder for each record.