You can begin drafting an individual letter from multiple areas of Junxure. Options include:
The Correspondence Assistant - Letter editor will load in Junxure’s online Document Editor.
The Correspondence Assistant carries over all the functions of Junxure’s standard online Document Editor, with some features added specifically for composing a letter. Features of the document editor unique to creating a single letter include:
|Create Labels & Envelopes
||Merge and download a Microsoft Word document formatted for printing on labels or an envelope. This can also be done as part of the final merge and save process below.
||By default the Merge data is directed at the Record Primary address. Use this button to change the intended recipient to another address on the Record. All Record-based Address merge fields will pull from the address you select here instead of the Record Primary address if you change this option.
If you are unfamiliar with the standard features of the online Document Editor, please review the documentation on its advanced features, including pasting content, using merge fields, and loading templates.
You will receive a System Alert when the merged document is complete. The System Alert will contain a download link to your merged document. It will also have links to your recipient list and/or envelope/label document if you chose to create either.