---
title: FAQ - Mail Merge
description: FAQ - Mail Merge
---
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September 1, 2026
# FAQ - Mail Merge
### **1. Where can I perform a mail merge in Prodon Web?**
Mail merge is done from the «Clients» tab.
After searching for the desired clients, open the «⋮» menu, then select «Communication» and «Client Mail Merge».
---
### **2. What methods can I use to search for the clients to include?**
Several methods are available:
- View columns
- «Quick Selection»
- «Filters»
- «Search Assistant»
---
### **3. What is the difference between generating with or without keeping a record of the mailing?**
Generating without keeping a record simply produces the selected document. Generating while keeping a record also creates a mailing history that can be viewed in the record of the clients involved.
---
### **4. What information do I need to fill in to keep a record of the mailing?**
The mailing date is mandatory.
An occasion or a note must also be added, otherwise the mailing history cannot be generated.
The other fields (response status, activity, solicitor, contact, response date, suggested amount) are optional.
---
### **5. What should I do if I don't have an occasion or a note to associate with the mailing yet?**
An occasion must be selected or a note must be entered to generate the mailing history.
Without one or the other, the process cannot be completed.
---
### **6. Where can I find the history of a mailing once it's saved?**
Once the mailing is saved, it is automatically added to the communication history as well as to the «Communications» tab of the client record(s) involved.
---
### **7. Where is the generated document located?**
The file is automatically downloaded to the computer's «Downloads» folder, where it can be opened or saved.
---
### **8. Can I edit the generated document?**
Yes.
If needed, click «Enable Editing» in Word.
If the document opens in read-only mode, click «Edit Anyway» to make changes.
---
### **9. What should I do if the print preview is not available?**
Click «Enable Printing» to turn off protected mode, then proceed to print the document.
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