Creating a Single Document
You can create a document for one person in the contact's details using actions. Follow the steps below to create a document for one contact using actions.
See Letter and Envelope Wizard for information regarding documents for multiple contacts, Create Document Template for information about creating document templates. See Finding Documents in Junxure for information about finding the files you create.
Step 1: Open the contact's Contact Record. Help!
Step 2: In the Contact Header Bar, choose an action template from the dropdown menu as shown below. For information about creating or editing action templates, see Customizing Action Templates.
Step 3: The Action Detail Screen opens similar to the one below. See Adding a Single Action for more information on completing the primary fields.
Step 4: Go to the Documents Subtab in the Action Detail as shown below. Click on the W icon to create a word document. See Excel Documents in Actions for information on the X. The third button will open a blank Microsoft® PowerPoint presentation.
Step 5: The Create Word Document window opens. Select the appropriate document template in the area highlighted yellow below- see Creating Document Templates for more information. If the Document has a signature field, indicate whose signature and the type in the area highlighted green (see Using Signatures for more information).
If envelopes or labels need to be printed, click the Create Labels circled in blue below.
Uncheck the Use mail merge datasource to have Junxure produce a document without mail merge fields- this means Junxure will pull the appropriate data into the merge fields and lock them into the document, allowing you to edit as necessary, but you will not be able to autofill any new data (mail merge fields). If this box is checked, the document will open as a Mail merge document, allowing you to enter more merge fields, but requiring you to merge and lock the document before completing.
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The standard Merge source for most letters will be clientmerge.rtf. See Merge Sources for details on choices available in this field.
If you have specialized templates for envelopes or labels in Microsoft Word, use the Create Document Template feature, making sure to use the template category of Label or Envelope (in List Data Maintenance) under Document Categories. These templates will then appear in a dropdown in the Letter/Envelope wizard as well as the individual Document creation through Actions as seen below.
Step 6: The Document template will open in MS Word. Edit the document as needed. Click the Save button to save the changes. Click the Print button to print the letter, and then close the Word window.
Step 7: If the Use mail merge datasource option was chosen, a popup will open, prompting you to lock the document. Click Yes to lock the document, which saves the document as a letter with complete data not simply a merge document with empty fields. When creating a single document, locking the document records the action for compliance purposes.
