How do I create Document Templates and Link them to Contacts? (video)
Here is a video on how to create document templates https://www.youtube.com/watch?v=2W2BNzkomEE
- Click Start -> All Programs -> Click Microsoft Office -> Click Microsoft Word 2010
- Load your template or a new Word document.
- (Microsoft Word loads the template. You can now add the Template Fields.)
- Select the Insert tab.
- Select Quick Parts, Select the ‘Field…‘. (The Field window opens.)
- Select the MergeField item
- Enter the first template field. Click the OK button.
- Go back to Microsoft Word. You can now add a second template field and follow the same steps to add more template fields.
- Select Quick Parts, Select the ‘Field…‘. (The Field window opens.)
- Select the Merge field.
- Enter the name of the second template field and click OK.
- Click the Save button when you have finished adding all template fields.
- Click the Settings menu item -> Click Preferences
- Select Templates -> Click the Add button find the template.
- Click on the template file -> Click the Set as default button
- Select the template -> Click the Edit Mappings button
- The template fields created in Microsoft Word are shown.
- Map the template field name to the InfoFlo field name
- Select the first name field -> Click the Open button -> Click OK -> Click OK to exit preference settings
- Click the New Letter button to load the default template
- If you have added more than one template, right click on the contact name.
- Select New Letter to Contact and select Choose Other Template
- Select the template -> Click the OK button
- The Microsoft Word window opens and the document automatically loads. Go to the the Word document and you will see that the contact name has been automatically populated.
- Close the Word file, no need to save it.
- (The document is automatically linked to the desired contact.)