Office Template Manager

 

Window Details

 

Navigation

 

Overview

 

Fields

 

 

How Do I

   

Merge Data with a Template

Add a Template to Office Template Manager

Edit a Template for Office Merge

Create a Report Setting

 

Navigation

Access this window using one of the following methods:

This task is available only in some modules. Office Merge is available only if Custom Office is registered.

Overview

Use Office Template Manager to select a Microsoft Word or Excel template to use with your selected data set. You can select an available template or add a template to use.

E-mail templates must be in Word format, because they are applied using the Mail Merge feature in Word.

This window displays only the public templates and your private templates. Private templates added by other users do not appear in this window.

Fields

 

Source

List Box

 

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