Variables - 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. See "Mail Merge Variables" for details.

Ask For Text - The mail merge Ask / Ref field code combination is a handy way to ask for a typed response, then place that response at one or more locations in a merge document, or to use that response in a conditional statement. When you generate a document that has Ask / Ref codes, the merge will stop and prompt you to enter unique text. You can then either print that text in one or more locations in the document, or use it to test conditional statements. The response you type is not saved: It is used only for the current merging job. See "Mail Merge "Ask for Text" Codes" for details.

Edge Signature - Edge Signature provides a way for your mail merge documents to be digitally signed or initialed by one or more parties, including the patient, responsible party, orthodontist, professional, operator, and assistant. Once signed, a copy is retained in the appropriate correspondence history for a permanent record. See "Edge Signature" for details.

Envelopes - You can associate an envelope with mail merge documents that require mailing, so that you can generate both the letter and accompanying envelope simultaneously. See "Mail Merge Envelopes" for details.

Fill-In Merge Codes - The mail merge Fill In code is a simple way to insert "ad hoc" responses into a specific location in a merge letter, when no Edge Cloud variable fits the situation. When you generate a document that has a Fill In code, the merge will stop and prompt you to enter the text you want to print in place of the code. The text you type is not saved: It is used only for the current merging job, and only in the specific location where the Fill In code exists in the merge document. See "Mail Merge "Fill In" (Ad Hoc) Variables" for details.

IF Conditional Codes - Use the mail merge If conditional code to test the data being merged, and insert appropriate wording into the document. For example, you may want to print specific paragraphs based on the patient’s age, or include a second address line on envelopes only when appropriate.See "Mail Merge "If" Conditional Statements" for details.

Patient Images - You can add variables that will insert Edge Imaging patient images and layouts into your mail merge documents. See "Mail Merge Patient Images" for details.

Treatment Findings Variables - You can insert both the short and long descriptions of your patients' treatment findings and miscellaneous information from the Findings page of the patient folder into your mail merge documents, and print them in either list or paragraph form. See "Mail Merge Findings Variables" for details.