Your Mail Merge Documents editor lists the documents you have integrated with your Edge database. Use the Mail Merge Documents editor to create and edit documents, categorize documents, specify who receives this type of document, and indicate the printed output requirements for the document.
How to Get Here
Home Ribbon Bar - Tools section > Editors > General > Mail Merge Documents. (You can also search for the editor you want to work with.)
Click Editors from the Tools section of the Home ribbon bar.
Select General in the list at the left and choose the Mail Merge Documents option.
Setup
Document List - The Document column lists the names of your existing merge documents alphabetically. You can enable or disable the Show Inactive option at the top of the window to toggle whether to include inactive documents in the list. You can flag documents as Inactive with the property at the far right of the document list.
Open a Document - Click a document name, then click the Open button at the top of the window to go to your word processor with the document opened and your Edge mail merge integration enabled. ou can edit the text of your mail merge letters, and use mail merge tools to help personalize the documents even further. When you save the document and exit your word processor, you return to the Mail Merge Documents editor where you can define the rest of the document properties, described below.
Create a new document - Click New at the top of the window, then enter a name for your document. Your word processor opens, with the Edge mail merge integration enabled. ou can edit the text of your mail merge letters, and use mail merge tools to help personalize the documents even further. When you save the document and exit your word processor, you return to the Mail Merge Documents editor where you can define the rest of the document properties, described below.
Document Properties - Use the columns of your Mail Merge Documents editor to define how each document should merge with your Edge database.
Document - You can click in this column to change the name of a document if needed.
Selection type - The Selection Type property determines the nature of the data to be
merged with your letter. Note that this property works with the Email To property to determine which correspondence history (or histories) will receive a copy of the generated merge document. Certain types of documents require certain selection type settings. For example, contract proposal letters must be set to the Patient Responsible Party selection type, and online form letters must be set to the Online Form selection type. Please contact an Ortho2 support representative if you have any doubts about which selection type you should use. Tell me more...
Email type - Use the Email Type column of your Mail Merge Documents editor to define which email address to use when merging this document to send via email. If this column is blank, you cannot email this document via mail merge. When you expand a patient correspondence history, the To column indicates to whom mail merge documents were printed, captured, or emailed, according to the Email Type setting in the Merge Document editor.
Printer type - Use the Printer Type column to identify the type of printing and/or paper required for this document, such as photo stock, envelopes, or labels. If you have multiple printers, or a printer with multiple paper feed sources, this feature gives you a way to batch-print letters and envelopes without stopping to change paper. Note that the Printer Type of your envelope documents must specify Envelope if you want to be able to print that envelope directly after printing an associated letter. See "Set Up Printer Types" for details about setting up your list of printers.
History category - Use the History Category column to categorize and filter the document in your Correspondence Histories. See "Set Up History Categories" for details about setting up your history categories.
Envelope - Use this column to select the envelope document to print directly after this document is printed. If the document does not require an envelope, or if you never mail this document, leave this field blank. Note that your envelope documents must have the Printer Type of Envelope in order to be on your envelope list. See "Mail Merge Envelopes" for details.
Changed By / Changed Date & Timet - The final columns of the Document Editor show you who and when the document was last updated.
Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.
More Information
User Settings / Assign Options Tool - The settings you choose here are specific to you; Other operators that log into Edge with a different username and password may have different settings. However, you can use the Assign Options tool to copy your settings to other operators (and vice-versa) if needed. (See "Assign Your Settings to Other Users" for details.)
- Tools section > 
Editors > General > Mail Merge Documents. (You can also search for the editor you want to work with.)
Show Inactive option at the top of the window to toggle whether to include inactive documents in the list. You can flag documents as 
Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.
│
