Create Opportunity Document via Template

To Create an Opportunity Document via Template:

1.Open the required Opportunity > 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 will be referenced in the document list.

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