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MM User Manual
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MM User Manual
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Merging Letters and Documents
4 Articles
How to Merge a simple Letter
How to merge a Template Letter
How to send a Letter or Document via Email
How to send a Letter or Document via the Secure Client Portal
Document Storage
3 Articles
How to manually add a Document to the Documents Tab using Drag and Drop
How to import a Document from your computer
How to edit the Name of a Document (Rename)
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