Add Template

 

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Add a Template to Office Template Manager

Overview

     

Fields

     

 

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Access this window using one of the following methods:

This task is available only in some modules.

Note Office Merge is available only if Custom Office is registered.

Overview

Use Add Template to add an existing Microsoft Word or Excel template to Office Template Manager. Add the template as a public template that other users can select or as a private template that only you can select.

Fields

 

Source

File Name

Template Name

Document Permissions

 

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