This step is optional. Creating custom letter mailing list metaform may become helpful if you want to apply custom metadata to all contacts under specific letter mailing list or you may want to create a unique design of your letter mailing list.

To create a letter mailing list metaform:

1. Click DocuNote tab, and then click Metaforms designer*.*
2. In the Forms tree, navigate to the Letter mailing list properties, right-click and select Create from the context menu.

1. Provide the metaform with the name, label, and place all metafields of your choice on the metaform.
2. Click Save, when done.

<aside> 💡 Tip:

• Placing metafields is an easy drag-and-drop operation. </aside>

<aside> ⚠️ Please note:

• Next to each metafield, there is a No change check box. When filling metadata on Properties form, this check box allows you to prevent any unintentional input or changes applied to certain metafield. </aside>

Once the metaform has been adjusted to the letter mailing list, you can easily apply custom metadata to all contacts under it by right-clicking the letter mailing list and selecting Set properties from the context menu.

<aside> ⚠️ Please note:

• The properties "Default values" for custom metafields are not applied automatically when using the Set properties option. You will need to apply these values manually. </aside>

System fields which support letter merge:

Sender Contact_Address Contact_Account Contact_Name Contact_URL Contact_PrimaryPhone Contact_PrimaryEmail

In addition to the system fields above, all the custom metafields that are present on person/company metaforms can be used for merging data. Of course, if these persons or companies have been added to Letter mailing list.