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Sample Mail Merge Letter Templates

Below are some Redtail Mail Merge Templates that you can upload to your database! Click the link below the template to download. 

All Fields: 

Click the links below the templates to download. 

This document is a great starting point for any custom Mail Merge document! Instead of starting from scratch and inserting the fields in Word- we have done the work for you with this template. Download, open in Word, and delete all the fields that won't be needed in your template. 

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All Merge Fields.doc 

Looking for a custom version of the Personal Profile form? Look no further! This is a simple form that can be customized in Word to include your logo, etc. 

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All Contact Information.doc

 

 

Letters: 

Click on the Letter or link below to download. 

appcon.jpg

Letter_Appt.Confirm.docx

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LetterReferralRequest.doc

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Letter_Change of info.doc

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Letter_Familyname.doc

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Letter_Onboarding Welcome.doc

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Letter_Companyname.doc

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Letter_Familyname_andSpousename.doc

Do you have sample templates that you want to share? Check out our Google Forum to interact and collaborate with other Redtail users! 

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