Printing or Emailing a Document for Many Members

  1. Select one of the following items from the Member / Documents menu:
  1. Select a form or letter template from the list then click Open.
  2. A sample merged document will be displayed.  Click Continue.

  1. Specify the filters desired then click Continue.

Note: If you are emailing the documents, then only members with a valid email address will appear in the list.

  1. You can now further edit the list of members to receive the document.
    Select or unselect members in the list by holding down the CTRL key while clicking. 

  1. Click Continue.
  2. If you are emailing the documents then you will be asked to enter a Subject for the email.