Individual Statements to Fund Folders Merged Document has no HEAD info when Creating Individual Documents in Word Process for Fund Statements

This is caused by the proper coding Head coding not being added to the fund statement template used for the merge and thus the resulting merged letter will be incorrect.

Please follow the process as outlined in the following documentation:
How to Create Fund Statements in Microsoft Word

If you are sure that you have the correct header and footer coding added, then this issue can also be caused if the Header code is set to be hidden. Highlight all of the header code, right-click and select Font, Uncheck the checkbox for hidden then save template.

You will need to delete the merged letters that do not work and re-merge letters and use the new merged letter to use in the create individual documents process.

Steps To Duplicate

1. Add coding to the merge template by using the process in Tools / System Utilities / DonorCentral / Setup Documents for Advisor Fund Statements and add the coding as outlined here:
Prepare Fund Statements
2. Export your fund data and merge your fund statement in Word by going to Reports > General Ledger > Fund Statements Export
3. Save the merged document that results from that process
4. Go to Reports > Create Individual Word Documents and run the process as outlined here:
Create Individual Word Documents
5. See error occur.