Fill in the Name and Description fields for the Mail Merge and click Continue.Click on Create New Mail Merge to open the wizard and click Continue.Click on Mail Merge from the left-hand menu. To start with you'll see the standard filter (All Clients) but you can create custom filters later.Open Practice Manager from the home screen.The following process shows you the basic steps on how to use Mail Merge on a Mac. The steps are slightly different if you are using the 2011 or 2016 version of Office for Mac You can access Mail Merge via Practice Manager. Mail Merge allows you to export client data into Microsoft Word documents, including letters and forms.
