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titleTo set up correspondence
  1. On the Home screen, click Correspondence.
  2. On the toolbar, click New.
  3. Enter general information and notes for the correspondence.
  4. Click Create. The Rich Text Editor displays.
  5. Enter your letter in the Rich Text Editor. All fields available for mail merge are listed on the right side of the window. To select a field, double-click the field name.
  6. When you complete the letter, click OK.
  7. To save the correspondence, click OK.
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