Upload a Mail Merge template
To upload a Mail Merge template you have created into the system:
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Sign in to Staffology HR.
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Go to My Details > Personal.
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Select Actions > Mail Merge Template.
The Mail Merge Template screen will display. Some of the fields pre-populate and are unavailable for you to edit.
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Select the appropriate tab:
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Make sure to choose the same tab from which the merge fields were initially taken.
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If you used a different tab to extract the fields, select that same tab when uploading the template.
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Choose a Description from the dropdown.
To add items to this list, go to System Tools > Lookup Tables > Documents > Documents > Create New and enter the new name. Remember to select Save.
Do this before uploading your Mail Merge Template. -
Add any Notes about the document you are uploading to give recipients of it more context about its purpose (optional).
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Select the Public checkbox to give all Mail Merge users access to the template (optional).
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If left unselected, only the user who created the template will have access to it.
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Select Choose file and browse to the location of your saved Mail Merge template.
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Select Save to upload the template into the system.
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Once saved, your document is successfully uploaded and ready for use in single or batch Mail Merge.
Related topics
Run a batch Mail Merge for multiple employees