View - Document - Document
template - New
How to create a new document template
Go to View - Document
- Document Templates.
Click New.
Select which program the template should be created in from the relevant drop-down list. Remember that it is only possible to enter merge fields into Word-templates.
Enter a Template name and a brief Description of its purpose.
Select whether the Merging criteria should be contacts or employees.
Select the type of address information you want in the Address 1 and Address 2 drop-down lists.
Enter any notes about the document template you may have.
Click OK.
Enter any merge fields you require, logos, texts and other elements into the template.
Click Save when you are done adjusting the template.
Click Close.
The document template is now ready for use.
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.