Create Project Document via Template

To Create a Project Mail merge Document:

1.Open the required Projects > 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. The mail merged document will be referenced in the document list.

6.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 MS11 Project and Client. If this template is not installed in the Deskflow Templates library, call the Deskflow Support Hotline to get a copy.