Bulk Mail Merge for Documents

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John Levett

14 February 2012 11:16

Additional option to run the same merge document for a number of policies (postal renewal invites etc.). This could use a csv upload as a data set. At present we have to use separate software or do each one individually.

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  Adam Bishop 14 February 2012 11:35

  This sounds like a great idea;   it could potentially be used for broker statement runs too?  See: 

  http://support.admnetwork.com/entries/178932-generate-agent-broker-account-statements-in-batch

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  Mark Williams 14 February 2012 13:00

  It would be great if this were tied into the statement run development.

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  Permanently deleted user 14 February 2012 13:31

  This would make the whole process a lot more slick.

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