- Use your Documents editor to create or import mail merge documents with the document selection type of "Operator". See "Set Up Mail Merge Documents" for details.You can use mail merge to send personalized correspondence to employees . You might use this feature to generate holiday party invitations, annual review summaries, policy booklets, and accident reports. Any document you merge for an employee is automatically added to their Correspondence.
Create HR Manager Merge Letters - Use your Documents editor to create or import mail merge documents with the document selection type of "Operator". See "Set Up Mail Merge Documents" for details.
Open 
Mail Merge from the Reporting section of the Home ribbon bar. (You might also be able to open this feature from the Quick Access toolbar at the top of your Edge window.)
Select a document name from your Favorites or Documents list, at the left of the Mail Merge window. (You can also search for the document you want to work with.)
Select the document recipient(s), and the merge action you want to take: Capture, View, Print, or Email. Note that only mail merge documents that are assigned to the document type of "operator" can be sent to employees. (See "Set Up Mail Merge Documents" for details.)
Correspondence History - Letters you generate for employees are recorded in the employee Correspondence. See "Correspondence History" for details.
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