Printing or Sending a Document for a Single Member
Printing
a Membership Contract
To print the default membership contract select Print
Contract from the Member / Documents menu.
Note: The default contract form is found
at “Forms\Contract.txt”. To print an alternate contract form
see Printing a Form or Letter below.
Printing
a Form or Letter
- Select Print
Form or Print Letter
from the Member / Documents
menu.
- Select a form or letter template from the list
then click Open.
- The merged document will be displayed. Click
Continue to print the document.
Creating
a New (blank) Email
- Select Send New Email from the Member
/ Documents menu.
- Enter a Subject and Message, then click OK to send the email message.
Emailing
a Form or Letter
- Select Print
Form or Print Letter
from the Member / Documents menu.
- Select a form or letter template from the list.
- To send a mail merge document to the currently-displayed
member select one of the options from the Member
/ Documents menu:
- Print Contract
– This is a convenient way to print the document called “Contract.txt”
- Print Form
– Select a document from the Forms folder to print.
- Print Letter
– Select a document from the Letters folder to print.
- Print Invoice
– Print an invoice showing the current due charges for a specified
billing date.
- Print Membership
Card – Print membership card for this member.
- Send New
Email – Create new empty email to send to member.
- Email Form
– Select a document from the Forms folder to email.
- Email Letter
– Select a document from the Letters folder to email.
When sending a form or letter a window appears to
select a form or letter template.
- Select a template file and click Open
to open the file.
- Click Continue
to print or email the letter.