Mail Merge Wizard - Template

Template SaveAsSelection Based On BasedOnSelection Fill template from

In the template tab you will specify a name for the template, which document to use as starting point for creating a new template, and what form to use to fill the document with. If you give the new template the same name as an existing one you are asked if you want to use the existing one.

Controls:


Template

Full path and name of the template. If there already is a template with that name.

Based On

You may already have the text of a contract, or there may already be a template that has the address merge fields in place. In that case specify a document or template you want to base the template on.

Fill template from

If the template already exists you will be asked if you want to use the existing one. If not, you will be asked if you want to overwrite it. If another process uses this template, you will be informed about it.