How to create File Notes for multiple clients at the same time

It will be beneficial to step through How to use Mail Merge before you proceed with this article. 

Go to Tools → Mail Merge


Click the "To" button to choose which clients will receive the File Note.


Next, add your File Note content in the main text field:


Click Generate and when asked if you would like to create a File Note, select Yes. Now the File Note will be added to all the clients you have entered into this merge.  




Note: This feature is normally used to produce a document to send as a mail merge.  Once you have generated the document and saved the file notes, you could then discard the actual word generated document if it is not needed.

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