How to edit a Document Template

View - Document - Document Templates - Open document template

Note that clicking on Edit will allow you to edit the properties of a document template, while clicking Open document template opens the document so you can make changes directly there.

Tip! You can select which type of document templates you want to view in the list by selecting the appropriate module from the special drop-down list.

How to edit the properties for a document template

Go to View - Document - Document templates.
Highlight the template you want to work with and click Edit.
Make your changes.
Click OK.

The properties for the document templates are now updated with the changes you have made.

How to open and edit a document template

Go to View - Document - Document templates.
Highlight the template you want to edit in the list and click Open document template in the toolbar.
Make your changes, e.g. for formatting, moving of merge fields, insertion of logo, new merge fields, text etc.
Click Save when you are done editing.
Click Close.

The document template now contains the changes you have made and they will show the next time you create a document based on the template.

Tips for Word 2003: If you cannot see the Merge toolbar when Word opens, you can activate it by going to View - Toolbars - Mail Merge in Word.

Tips for Word 2007: If you cannot see the Merge toolbar when Word opens, you can activate it by selecting the tabbed card Mailing - Start Mail Merge in Word.