Print Mail Merge Documents
Use the Print mail merge action to send merge documents to a printer, as well as the appropriate correspondence histories. You may choose to generate an envelope along with the document to facilitate mailing.
Select Mail Merge from the Reporting section of the Home ribbon bar. Then select a document name from your Favorites or Documents list, at the left of the Mail Merge window. (You can also use the Search field to find the document(s) you want to work with.) You can easily add or remove a document from your "Favorites" list, simply drag and drop it to / from the Documents list.
Choose whether to merge the document for a single record or a subgroup. The choices you have for selecting recipients depend on the "selection type" of the document you chose to merge. (See "Mail Merge Document Editor" for details about assigning document properties.)
Single Record
Select this option to generate the document for an individual record.
If a patient folder is open when you initiate mail merge, that patient is the default, and the Mail Merge window tab displays that patient's name for your reference. You can click the Search icon at the right of the name field to look for a different recipient. The document's "selection type" property (set up in the Mail Merge Documents editor) determines whether you will search for a patient, responsible party, contract, or other party, and whether additional information, such as the patient's scheduled appointments, is included in the search.
If the document's "selection type" property is Professional, Responsible Party, Patient Professional, or Patient Responsible Party, the list of records associated with the active patient appears for you to choose from. You can also search for the recipient if needed.
Important Document Type Information - Note the difference between 1) a Professional or Responsible Party type letter and 2) a Patient Professional or Patient Responsible Party letter type: When you merge a document for the first letter type, the document will merge for each patient who is associated with the selected professional or responsible party. However, when you merge a document for the second letter type, the document will merge only for the active patient, addressing the professional or responsible party you selected. See "Mail Merge Document Editor" for details.
Subgroup
Select the Print merge action. Then choose the output options.
Edge Signature Document Output - When you merge an 
Edge Signature document, you must use either the Sign merge action, or the View action and select the Sign Add-In before exiting the viewer. If you select to print or capture the document instead, you will not be able to digitally sign it. See "Edge Signature" for details.
Include / Omit Envelope
If the selected document has a corresponding envelope, and you enable the Envelope option, the merge will include the envelope as well as the letter. (See "Mail Merge Document Editor" for details about assigning envelopes to documents.)
Review Printer Selection
When you print a mail merge document, it will be sent to the printer that is assigned to the Printer Type (i.e. Letter or Letterhead) you have selected for this document in your Mail Merge Documents editor. You can use the Printers button on the Mail Merge screen to open the Printers window and review the printer assigned to the Printer Type. To change the printer to use, click the Printer Type to work with, and select from your list of installed printers. Or, leave the printer name empty to be prompted for the printer to use at the time if printing. If you are printing both a letter and corresponding envelope, note that the documents may be printed on different printers. (See "Printer Types Editor" for details about maintaining your list of printer/document types.)
Click Merge to complete the merge process immediately, printing the document and permanently adding it to the appropriate correspondence history. Or, click Queue to add the document to your mail merge queue to print later. It is not added to the correspondence history at this point. (See "Mail Merge Queue" for details. about printing from the merge queue.)
Correspondence History Records - Once processed, your mail merge documents are automatically added to the appropriate correspondence history, in .PDF format. Depending on the document selection type, it may be recorded in multiple correspondence histories, such as both the dentist and patient histories. (See "Mail Merge Document Editor" for details.)
