Getting There

Click the Merge Account Letter icon (looks like a fountain pen) on the account (or employee) toolbar.

Letter Merge / Word Processor

Create a New Letter

1. At the Merge Letters screen a blank letter appears (or click File > New.)
2. Begin typing your letter and insert data fields as needed. Click Fields > Insert Field.

   Example: To start your letter by saying “Dear Robert Smith” you’d type the word “Dear” then insert the first and last name of the Payer so it looks like this: Dear ,

   Note: To remove a field click once on the field name. You'll be asked if you would like to delete the field.

3. When your letter is complete click File > Save. Give the letter a Name and Description then click Save.
4. To leave the Merge Letters screen click File > Exit (or click the X in the upper right).

Select or Edit an Existing Letter

1. At the Merge Letters screen click File > Open.
2. Choose a Letter Name > click Select.
3. Make any changes to the letter as needed then click File > Save.

Delete a Letter

1. At the Merge Letters screen click File > Open.
2. Choose a Letter Name > click Select.
3. With the letter displayed on screen click File > Delete.

Email or Print a Letter

Before you send email through Procare you must Set Up Email Options.

1. Decide to whom the letter will be sent.
   1. If the letter will be sent to just one family then Look Up their account.
   2. If the letter will be sent to many families use the Filter to select categories of families to include. You’ll be able to choose individual families from the filtered list before sending the letter.
2. Click the Merge Account Letter icon (looks like a fountain pen) on the account toolbar.
3. Select the letter you want to send or create a new one as previously explained.
4. Click File > Email (or Print).
5. Choose the following then click Continue:
   1. Will the letter be sent to the Current Account (one family only) or to Selected Accounts (those included in your filter)?
   2. For email choose who the Email is From (it may say “Using Local Outlook Account”), then enter a Subject line and a Message to explain the content of the email, for example “A notice regarding your current balance is attached.”.

   Note: Email letters are sent as attachments in .PDF format. Be sure to include a Subject line and Message so the recipient will know what the email is regarding.

   3. For a printed letter select the Printer.
6. Choose the following then click Email (or Print).
   1. The Account(s) to whom the letter will be sent.
   2. (Optional) Check “record in customer log” if you want a notation of having sent this letter in each family’s Log Sheet.

   Note: If you are using Outlook you may get a message saying that a program is trying to send email on your behalf. Be sure to answer Yes.

Outlook Asks to Send Over & Over

You may find that Outlook asks repeatedly for permission to send each individual email. This is a function of Outlook and is not controlled by Procare. However, you may choose to install a third party utility. See article Advanced Settings for Outlook.