Mail Shot, Storing Copies

In the example below a document template called “Norwich Union Promotion” has been selected for a mailshot to the “Current set, mailshot = Y” (i.e. all selected clients)…

Because this was to a mailshot selection and not just to the “Current record”, after all the pages have been printed in Word, when you return to Durell you’ll see the following…

…in which case you should click “Yes”, then edit the description to be included in every recipients’ Document Viewer, as show below…