Exporting letters from CivicTrack takes a lot of the time & effort out of doing a mail merge between Excel and Word.


Begin by going to the Admin section, and clicking Export to Word Templates.



Once you do this, you'll be presented with the search screen, to define what group of constituents you want to generate the letters for. Select and enter in your criteria, and click Search.


From here, you have the option to exclude certain constituents, as well as selecting the appropriate letter template.



Once you click Update, the Word (.doc) file will be downloaded to your computer.