Merging a Letter Template in Daylite

Merge a Letter and Send it by Email.

1. Select a person
2. Choose Edit > Merge > Write Letter in Daylite.
3. In the pane that opens, do the following:
4. *Select a template. (Note: Letter templates can be customized by going to Daylite > Preferences and selecting Letter Templates.)
   • Enter a title.
   • Select the Email option and choose how you wish to send the email.
   • Click Merge.

Right-Click an Object and Write an Email.

As a pre-requisite, go to Daylite > Preferences, select Contextual Menu, select a person/company and add the "Write Email" option to the menu.

1. Select a person/company.
2. Right-click (or control-click) and choose Write Email.

To Print Letters From Daylite

1. Select a person
2. Choose Edit > Merge > Write Letter in Daylite.
3. In the pane that opens, do the following:
   • Select a Template. (Note: Letter templates can be customized by going to Daylite > Preferences and selecting Letter Templates.)
   • Enter a title.
   • Select the Print option.

   • Click Merge.

     

4. In the window that appears, you can choose to Print, or save the letter as a PDF to print at a later time.

Watch the Video