Massbrev

Skapar ett massbrev.

1. Placera markören på raden eller raderna i tabellen aktör som du vill behandla.
2. I kategorin Hem, i gruppen Behandling, klicka på knappen Massbrev.
3. Ange olika parametrar i parameterdialogrutan Massbrev .

   Alternativ	Beskrivning
   Program	Select the text editor to use when merging letters.
   Merge document	Select the template for the merged letter.
   Data source	Enter the path and file name for the source data, i.e. the information to be merged into the letter. Visma Business automatically suggests a file. You can override the file name.
   New file	Select this check box if you want new content in the source data file to be created, based on the selection of recipients you have made. If you do not select the check box, the existing file content will be used. By default the option is selected.
   File only	Select if you only want to create the source data file, based on the selection of recipients you have made. No letters will be merged.
   Printer	Select if you want all merged letters to be printed. This option is selected as standard.
   Fax	Select if you want the recipients that are entered with a fax number in the Aktör table to receive the merged letter by fax. Anm: The Skriv om inte fax vid massbrev option in the Företagsuppgifter table must be selected. You must also have a fax program installed that can read the fax number that Visma Business sets in the document.
   E-mail	Select if you want the recipients entered with an e-mail address in the Aktör table to receive the merged letter as an e-mail. Enter a subject for the e-mail in the field to the right. Recipients that do not have an e-mail address will receive the letter by fax if they have a fax number. Otherwise, the letter will be printed out. Anm: An e-mail program must be installed that is integrated with a fax system. The Fax om inte mail vid massbrev option in the Företagsuppgifter table must be selected. The Skriv om inte fax vid massbrev option in the Företagsuppgifter table must be selected.
   File	Select if you want to save the merged letters in a file instead of printing or mailing them. In the field to the right you enter the path and file name of the file.
   Document description	Enter a description for the merged letter here. This will appear later in the Description field in the document overview (Document links table).
   Our ref.	Your initials appear here in lower case. They are inserted in the letter automatically during the merge if the template is created to do this.
   User	Your name appears here. It is automatically inserted in the letter during the merge if the template is created to do this.
   Title	This contains your title. This is on the condition that the title has been entered in the Aktör table.
   Att.	The person for whom the letter is intended at the recipient, for example the Sales Manager or General Manager. The text is automatically inserted in the letter during the merge if the template is created to do this.
   Password	If you want to protect the merged letter with a password, you enter the password in this field. The letter can then only be opened if you know the password.
   Private	The Private option must be selected when you enter a password.
   Date	The current date appears here. It is automatically inserted in the letter during the merge if the template is created to do this. You can change the date if you wish.
   Group	Select the group to which you want the merged letter to belong. The chosen document group is saved in the Document table. Anm: You create document groups in the Text table.