Check References

Quickly scan the current document for broken or invalid references and list them for easy review.

• Checks references throughout the current document.
• Identifies broken or invalid references.
• Lists detected reference issues for convenient review and correction.
• Helps improve document accuracy and consistency.

Mail Merge+

Mail Merge+ introduces a suite of enhanced mail merge tools on the Mailings tab, providing greater flexibility and control when creating emails and individual documents.

Send Mail

Send personalized mail merge emails through Outlook, Microsoft 365, or SMTP.

• Supports sending emails through Outlook.
• Supports Microsoft 365 accounts.
• Supports sending through a custom SMTP server.
• Provides advanced sending options, including attachments, Cc, and Bcc.

Attachments & Cc

Configure attachments, Cc recipients, and Bcc recipients for the current mail merge.

• Add one or more attachments to mail merge emails.
• Configure Cc recipients for the current mail merge.
• Configure Bcc recipients for the current mail merge.
• Provides greater flexibility when preparing personalized email campaigns.

Preview in Outlook

Preview the email generated for the current mail merge record in Outlook before sending.

• Displays the generated email in Outlook.
• Allows users to verify recipients, content, and formatting.
• Helps identify potential issues before emails are sent.

Generate Files

Generate a separate Word or PDF document for each record in the current mail merge.

• Creates an individual document for every mail merge record.
• Supports generating Microsoft Word documents.
• Supports generating PDF documents.
• Simplifies the creation of personalized letters, reports, invoices, and other documents.

Format Fields

Apply number, date, and text formatting to mail merge fields.

• Supports number formatting.
• Supports date formatting.
• Supports text formatting.
• Helps ensure that merged values are displayed consistently and professionally.

• Fixed some known issues.
• Improved overall stability and reliability.