How Do I Merge To a Microsoft Word Template?

Easy. On the main screen, you can highlight one or more people, then click the Word button on your Telephone Book toolbar. If you want to select multiple people, keep in mind that Intellect supports Shift-Click and Control-Click to highlight items in a list, just as many other Windows applications do. Should you wish to select the whole contact list, just right-click and select Select All from the pop up menu.

From the Contact List Toolbar, Select Merge To Template from the Word Icon. Browse for and select your Intellect created template. Done.

If you have 50 names highlighted then word will automatically perform the merge operation and present you with 50 letters ready for printing.


This help article applies to Intellect 3