Copy and paste letter content from Word
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In Microsoft Word, open the document file from which to copy content. |
Note: When you copy letter content from an archived acknowledgement or reminders process, note the recipient selection of the archived process so you can include the selection with the new letter.
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To open an archived acknowledgement letter, edit the archived acknowledgement process and open the letter. For information about how to edit an archived acknowledgement, see Edit Acknowledgement Process. |
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To open an archived reminder letter, edit the reminders process and open the letter. For information about how to edit an archived reminder, see Edit Reminder Process. |
If a message appears to ask whether to include merge data from the header file, click No.
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To quickly select and copy all content in the document, press Ctrl + A and then Ctrl + C on your keyboard. |
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For a letter added to replace an archived acknowledgement or reminder letter, include the recipient selection from the archived process as the recipients for the new letter. |
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As you define the letter content, click Paste on the toolbar to paste the content copied from Word into the HTML editor. |
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With the toolbar, adjust the format of the text as necessary. For information about the toolbar, see HTML Editor Toolbar. |
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Update merge fields as necessary. In content pasted from Word, merge fields appear as placeholder text between brackets, such as “<<Salutation>>”. To update a merge field, select the placeholder text and its brackets in the content and then select its respective merge field from the Merge fields menu. |
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Update or add images as necessary. For information about images, see Manage Images. |
Tip: To view how content appears as mail output, click Preview to download a sample of the content as a Microsoft Office open XML document (*.docx) file. With this file, you can preview the content in a word processing program such as Microsoft Word or Google Docs. You cannot save changes made to the preview. If necessary, edit the content through the communication letter.
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After you add and save the letter, arrange the order in which to generate letters for the communication. For example, arrange the order so the process generates letters for board members and major givers before it generates the default letter used for all constituents. |