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:

In any window that has the Office feature available, click the Office Merge button.
In a report window, in the Report Setting field, enter a report setting that is not set up to use a specific template. In the Printer/Output field, select Office Merge and click Print.
In a listing window, in the Printer/Output field, select Office Merge and click Print.

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