You can personalize your mail merge documents by placing variables within the text of the document. Then, when you merge the document for a patient, parent, dentist, or other professional, the variables are replaced with information specific to that person.
Position your cursor where you want to place the information in your document.
Open variable menu - Open the Add-In menu (if needed). Select the Edge Fields menu to display a list of variable categories, most of which have subcategories.
Choose variable - Select the category, and subcategory if needed, for the type of information you want to insert. Then select the variable you want to use. Most variable names are self-explanatory. Certain variables have additional requirements, such as treatment findings variables and patient images. See the links at the bottom of this article for additional information about these variables.
Review & edit the variable code - Once you have properly inserted a variable, it appears in the text of your document. (If you do not see the codes, press ALT+F9.) You can manually copy, paste, and edit the code to change it into another variable, but be careful - spelling counts! This feature is particularly useful for adding a series of related variables, such as treatment findings, to a letter.
Save & exit - Click the X in the upper right corner of the Word document window. As you exit, you have the opportunity to save the document.
Notice!
Toggle Merge Code Display - When creating and editing documents with mail merge codes (such as variables and conditional statements), it is helpful and sometimes necessary to be able to see the codes. During regular daily use, however, you may wish to have them off. While different versions of Word have different ways of accessing this setting, an easy way to toggle the merge code display, regardless of your version of Word, is to press ALT+F9 on your keyboard.
Treatment Findings Variables - You can insert both the short and long descriptions of your patients' treatment findings into your mail merge documents, and print them in either list or paragraph form.See "Insert Findings Variables" for details.
Patient Image Variables - You can add variables that will insert patient images and layouts into your mail merge documents, as long as you use an integrated imaging system with Edge (such as Edge Imaging). See "Mail Merge Patient Images" for details.
Contract proposal letters - Documents that use contract proposal variables must be set to the Patient Responsible Party document selection type for the data to merge correctly. See "Set Up Mail Merge Documents" for details.
Online form letters - Documents that use online form variables must be set to the Online Form document selection type for the data to merge correctly. See "Set Up Mail Merge Documents" for details.
- Open the Add-In menu (if needed). Select the 
