Mail Merge Update

Hi @Chantel M Russ - Welcome to BB Community! I recommend you check out the webinar “What do we do now? Practical Advice for Database Administrators” and the threads linked below. It sounds like you need to set up a multi-conditional merge document that brings in letter content from separate letter templates based on a primary conditional. The community has been very generous and collaborative when working through this exact scenario. Feel free to comment on this thread or any of those linked with your questions!

• The Great Word Master Merge Swap
• Now We're Losing Letters?!
• New Conditional Mail Merge in Word

This is the conditional letter we have set up. We continue to add new IF statements each month as a couple letters change. The U drive is where I saved the letters before the update that cancelled merge. So, you can see the file path to each letter, what the letter is called… I hope the example helps you get your conditional letter set up! I love that we no longer have to print by letter code any longer.