Below are some Redtail Mail Merge Templates that you can upload to your database! Click the link below the template to download.
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.
Click on the Letter or link below to download.
Do you have sample templates that you want to share? Check out our Google Forum to interact and collaborate with other Redtail users!