Mail Merge template conversion guide

Before you begin

Install the latest version of the Mail Merge application and open Microsoft Word to add the SafeSend Signatures plug-in.
Make backup copies of your existing SignatureFlow CSV file and Microsoft Word template.

Update CSV files

Open your old CSV file in a spreadsheet program such as Microsoft Excel.
Make sure there is a column header named
TaxPayerName
. This is a required column. All rows in the CSV file must include an entry in the
TaxPayerName
column.
Do not make changes to the cell that contains the version number.
Save the file in CSV format.

Update Microsoft Word templates

Open your old Microsoft Word template in Microsoft Word.
Delete all fields in the document that were placed with SignatureFlow. These include, but are not limited to:
{{_es_:signer1:signature}}
{{_es_:signer1:Date}}
{{_es_:signer2:signature}}
{{_es_:signer2:Date}}
Insert new fields in the document by using SafeSend Signatures fields.
Go to the
SafeSend Signatures
tab and click
Mail Merge
.
Insert the
TaxPayerName
field somewhere in your document.
note
TaxPayerName is a required field in the Microsoft Word template. Without it, errors occur when you attempt to perform a mail merge.
Insert other fields as needed.
Save the new Microsoft Word template file.