Create Company Document via Template

To Create a Company Document via Template:

1.Open the required Companies > Documents tab.

2.Click Create Document via Template.

3.Select and double-click a Word template from the library.

4.Edit the Document Name and optional Description.

5.Click OK.

6.The mail merged document is archived in the database and will be referenced in the document list.

7.Select and double-click the completed Word document to view it.

Note: Mail merge fields in the document are defined by the underlying SQL query. To see all the fields that are available, do a test merge using the Master Queries Template called MC01 Company. If this template is not installed in the Deskflow Templates library, call the Deskflow Support Hotline to get a copy.