Open the relevant Matter. If its a recent Matter you can do this quickly via the Recent Matters list under Home > Matters > Recent Matters

In the Actions bar, click the New Letter button to open the Word Merge window

Select the folder that contains the template you want to merge and then select the relevant template.

Note that if you want to merge multiple documents, this can be done by using your Ctrl key and mouse to select each of the templates you wish to merge

Before you merge a letter, you have the ability to specify a number of particulars about how the merge should behave including:

1. What the document name should be
2. Whether it should be merged with a letterhead included
3. **The Matter from which the details to be inserted in to the merge fields in template should be pulled from
4. The folder for the selected Matter in to which the document is to be saved in to
5. Whether the generated file name should be appended with
   1. The Users Initials
   2. The current date and time
   3. The Matter Reference
6. What should happen after the merge has completed
   1. Whether you want the merge window to remain open or close after the merging has completed
   2. Whether the MM App should navigate to the Documents tab after the merging has completed

An example merge would be

When you are ready to generate the document(s) click the Merge button

Once the merge has completed, the letter will show in the Documents tab for this Matter. Double click the document in the grid to view it up in the MM App or right click and choose Open to open the document in Word.