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.
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.
Letters:
Click on the Letter or link below to download.
Newsletter_Holiday_FirstnameANDSpousefirstname.doc
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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