Introduction to Mail merge Templates

Deskflow has a utility in the Tools > Templates section that is used to manage all the Word templates needed for mass mail and mass email merging. There are samples of about 50 Word templates for Deskflow Users to clone and customize using MS Word.

Template Creation Rights give a Deskflow User the ability to create, edit, copy and delete Word templates.

Template queries must be designed with hierarchical structures in mind: starting from a leaf, a query can find its parent, grand-parent, great-grandparent etc. For example, starting with an open Position in a Job Order, the query can find its parent Job Order and Hiring Manager and the grand-parent Client name and details.

Build Word document templates using standardized Master Template Queries available on request by calling the Deskflow Hotline Support Desk at (416)-932-0020.

Refer to the Topic called Master Template Queries in the Deskflow Tools menu.