Step 1: Choose a document type and main document
Step 2: Connect to a data file and select records
Step 3: Add fields to the main document
Step 4: Preview the merge and then complete it

[1] Firstly go to the patient screen
[2] Now you need to make sure that the patients to be included in the mail merge are on the screen. (Do this by performing whatever search is necessary to retrieve the desired patient records for the merge.)
[3] Make sure all that you are displaying all the necessary columns that you want to include in the Merge. For example, it is often useful to have the "Title", "Firstnames" and "Surname" fields available. To do this, right-click on the grid and then click "Show Column Chooser". Now you can drag-and-drop any additional columns to the grid to add them to the current display.
[4] Once you the on-screen grid contains all the data you need, right-click on the grid, then click "Export for Mail Merge" and then click "Export to Text"
[5] Select the folder and filename for the data file. (If you're unsure then we recommend saving the file to your Desktop which makes it easy to retrieve later on)