Letter Production


Detailed understanding of IntelliPen’s Letter Production and Mail Merge features

Learning outcomes

  • Design and build template letters for use within IntelliPen
  • Aapply Mail Merge features to letters for dynamic content
  • Understand how to extract the relevant data from the Database and map it to the relevant letter fields


  • Letter Production
  • Create Letter
  • Letter Production Mechanism
  • Document Production
  • File Structure
  • Data Source Definition
  • Processing Definition
  • Document Templates
  • MS Word Setup
  • Formatting
  • Conditioning
  • Additional help
Becky Forster
Becky Forster
Training Team Manager

Becky heads up our expert training team, spearheading the delivery of training courses to both internal and external customers. She has over 30 years of training experience working in the occupational pensions administration industry in roles ranging from Pensions Administrator to Group Head of Training for operational staff. She has a 360-degree understanding of how pensions platforms support the delivery of excellent service to our clients having worked both in-house and as a third-party partner in previous roles.

Learn more about our team

Course list

Select the relevant course on the list below for further details and a chance to enrol.