Skip to main content

Assign a mail merge document to a post

You can assign a mail merge document or letter to a post, in a few easy steps.

Aurelian Bodea avatar
Written by Aurelian Bodea
Updated over 3 months ago

You can assign a document to the mail merge section on a post, once the document has been assigned to the mail merge section, employees who are assigned to that post will have the document ready to view in the document section of their employment.
​
To assign a document to a post, you can follow the below steps:

  1. Click Post Admin under Admin menu or Configuration.

    • Depends on how your system is configured.

  2. Click into Mail Merge then click Add letter in the upper right corner of the screen.

  3. Select the relevant group type then select the relevant letter you wish to assign to that post.

  4. Click Save.

Did this answer your question?