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I-Clarity Hub - Knowledge Base - Creating Sample Mailmerge Files

Creating Sample Mailmerge Files

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I-Clarity Version: i-Clarity - View the Enterprise version of this article
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When creating documents to be used within i-Clarity you are able to use mailmerge fields to include patient specific data. To create these mailmerge links you will need to create a sample merge file which Microsoft Word can use.

To create these files:

Click on a patients 'Further Details' tab. (It does not matter which patient you use but we recommend using a Test patient)

Click on the button  'Create Sample Merge Files'

A popup will display once the files have been created. Take note of where the files have been stored as you'll need this to find them in Word.

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