Print mailing notices as letters

You can choose the file before the email goes out, or create and replace it after the mailing has been sent.

Choose it while composing

1. Open Email Merge and start an email.
2. In Printed notices, choose one option:
   • Don't create a PDF (the default)
   • Only units with no email
   • Everyone, including residents with no email
3. Send the email.

Result: If you chose a PDF, it is saved when the email is sent. Don't create a PDF saves nothing. You can still create one from the sent mailing.

Create or replace it after send

1. Open Email Merge.
2. Open the sent mailing.
3. Click Print notices.
4. Choose who the letters are for:
   • Units with no email — units in this building that were not on the mailing, because nobody in the unit has an email. The letter names the people who live there.
   • Everyone — everyone who was emailed, plus those units
   • Hasn't opened, or no email — people the email reached who have not opened it, plus units with no email on file
5. Review the letters. Turn on Add a distribution checklist as the first page if you want a cover sheet.
6. Click Save notices.

Result: One file is saved for that mailing. Saving again replaces it. Use this after more people have opened the email, so the Hasn't opened, or no email file gets smaller.

Each letter names the people in that unit, then the same message. One letter is one page.

On that page, Print opens the browser print dialog. Open as PDF opens a letter-size PDF. Turn on Add a distribution checklist as the first page to put a cover list first. Click a unit name under the preview to show that letter.

Open a saved file

1. Open Email Merge.
2. On the mailing subject, click the document icon (Open printed notices PDF).

Result: The saved PDF opens. The tooltip shows when it was generated and which choice was used.

Good to know

• Each mailing keeps one file. Save notices again replaces it. You see Printed notices saved. Generating again replaces this file.
• If nobody matches the choice, you'll see a message such as Every unit in this building has an email on file.
• Generate Hasn't opened, or no email a few days after sending. The file gets shorter as people open the email.