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Merge Template Rock Tutorial

Instructor: Amy Varner

1. Login to Rock RMS

2. Go to far left icon of a person and click on Group Viewer

  • Select the group you wish to create a merge template for

3. Select the box next to “name” at the top of your group to select everyone in the group

4. Click the icon at the far right that looks like two sheets of paper (it will say something about merge templates when you hover over it)

5. Select the merge template you wish to use

  • Mailing option two is the correct mailing labels

  • The last (or 4th) option under Group Roster section will populate a group roster for you that you can print

6. Click the merge button

7. Your document will save to your downloads folder and you can access it there to print.

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