Accounting Finance:New Customer Documents 'Mail Merge'
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Customer Documents
- The following documents have all been combined into one single word file:
- - Waiver of Right of Setoff (UWD003)
- - Compliance Agreement (UWD007)
- - General Security Agreement (UWD011)
- - Guarantee Agreement (UWD012)
- - Merchant Banking (UWD005)
- - Credit Card Authorization (UWD015)
- - Maxwell Paper Fax Form (UWD010)
- - Subscription Agreement – BC (UWD013)
- - Subscription Agreement - AB (UWD014)
- - Credit Card Authorization (UWD015)
- - MC Trademark Agreement (UWD019)
- - ROFR Agreement (UWD020)
- - Narcotic Authorization Form (2 principal contacts)
- It is not necessary to use all documents; discard or do not print the documents not required.
New Customer Application
- If Customer has emailed you the Customer Application, save the Customer Application in your directory
- If not, Open uniPHARM-Customer Application.pdf
- Go to formsgeneral\membership\customer set up forms\ customer applications\new customer application\unipharm-Customer Application.pdf
- Fill out the application and save it in your directory
Copy pdf Data to Mail Merge File
- Copy Page 1 of pdf file to page 1 of Mail Merge.xlsm file (trying clicking on the left top corner to highlight the enter sheet and then press Ctl C)
- Move to the Mail Merge.xlsm file and place your cursor at the top right corner of Page 1 and then press Ctl V
- Copy Page 2 of pdf file to page 2 of Mail Merge.xlsm file
- Move to the Mail Merge.xlsm file and place your cursor at the top right corner of Page 2 and then press Ctl V
Enter Date in Mail Merge File
- In the Mail Merge worksheet, click Mail Merge sheet
- Enter Day, Month (Full description) and year
- Save Mail Merge worksheet
- Close Mail Merge worksheet
- Open UWD000-Shareholder Documents.docx
- Go to formsgeneral\membership\customer set up forms\ customer applications\new customer application/UWD000-Customer Documents.docx
- Click Yes to select from Mail Merge$
Start Mail Merge
- Click Mailings
- Click Start Mail Merge
- Click Step by step mail merge wizard
Complete the Merge
- Click Next: Write your letter (Step 3 of 6)
- Click Next: Preview your letters (Step 4 of 6)
- Click Next: Complete the merge (Step 5 of 6)
- Review documents and delete pages not applicable and click Print
Complete Checklist
- Open Customer Checklist
- Go to formsgeneral\membership\customer set up forms\ customer applications\Customer Checklist/UWD000-Shareholder Checklist.xlsm
- Create new sheet for new shareholder
- Check off documents sent
- Save file
Forward Documents to Customer Service
- Customer Service will create Hotline incident
- When documents are returned, Customer Service will obtain approval for shareholders before forwarding to Finance for processing.
- Finance will perform credit checks and update Hotline:
- - Shareholder (within 4 business days)
- Finance will return all documents to Customer Service
- Customer Service will close Hotline and send email to all staff notifying everyone when account has received final approval.
- Customer Service will send welcoming letter and new member documents to customer.