Merging a Letter Template in Daylite.

You may choose one of the following methods:

A. You can merge a letter and send it by email.

  1. Select a person
  2. Choose Edit > Merge > Write Letter in Daylite.
  3. In the pane that opens, do the following:
    *Select a template. (Note: Letter templates can be customized by going to Daylite > Preferences and selecting Letter Templates.)
    • Enter a title.
    • Select the Email option and choose how you wish to send the email.
    • Click Merge.

Merge a letter

B. You can simply right-click an object and write an email.

As a pre-requisite, go to Daylite > Preferences, select Contextual Menu, select a person/company and add the "Write Email" option to the menu.

Contextual Menu

To write emails in Daylite

  1. Select a person/company.
  2. Right-click (or control-click) and choose Write Email.

If you want to email multiple people at once, check out How can I send bulk emails in Daylite

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