How do I link new client information to standard letters, invoices, reports, etc. to?

Question

Hello. Apologies if I sound like a complete idiot. I have been writing a manual and process flow chart for my practice. I have written all the standard relevant letters, invoices, forms, reports, etc. in advance and now want to link each document with the information obtained from each new client. How do I do this? Is there standard software available that one can use?

Thanks in advance!

Answer 1

Yes. You can use MS Word and Excel and use the mail merge feature.