Create a Document via Template

To Create a Document via Template:

1.Highlight the list name, then click Create general document via Template in the top right corner.

2.From the Template Manager window, double click the selected template and enter the Document Name and Description.

3.Enter the subject line and optional description of the document, then click OK. A reference to the mail merged document shows in the list of documents. The person also has an Activity History record which can be viewed from the History tab. If the person works for a Company, optionally save a link to the Company.

4.After the message “XXX Document Successfully Created”  has appeared, search the Document archive for the document. A list of all recipients is shown at the bottom of the screen.

5.Click Open Document to view it in Word. It is one document, with a page separator between each recipient’s sub-document.

A History record is created in each person's profile. This shows who created the document, the date of creation, and the document description.

A Document record is created in each person's profile. Double-click to view the document.

The mail merged document will be saved in the document archive.

NOTE: To delete a document sent to multiple recipients, click Delete Activity History with Document, then click the Delete Document(s) icon. If the flag is not checked, the document will be deleted but not the Activity History record.