Auto fill Client information into document or form

Question

Is there a way I can auto fill a document or form with a pre exisitig clients information. 
I want to create a document/ form and then I can select a client and it will automatically insert the information required in the document/ form.

Elizabeth_B · Accepted Answer

You can run a mail merge via AE/AO to merge your client information into documents.

Here is some documentation on running mail merges.

WITH AE/AO;

https://help.myob.com/wiki/x/zi6EAQ

WITH DOCUMENT MANAGER;

https://help.myob.com/wiki/x/UCWEAQ

Regards

MYOB Support