Edit a Template for Office Merge

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Expand/Collapse item  Overview

Use this procedure to edit a template in the Office Template Manager.

Expand/Collapse item  Before You Begin

The template must already be added to the Office Template Manager. For more information, see Add a Template to Office Template Manager.

 

To edit an Office Merge Word template

  1. Access the Office Template Manager window using any 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.

Note For more information on report settings, see Create a Report Setting.

  1. In a listing window, in the Printer/Output field, select Office Merge and click Print.

  2. In the Office Template Manager window, click a Word template, and then click the Edit Template button. The template appears in Microsoft Word.

  3. In Word, edit the template as you would edit any document.

To insert merge fields:

  1. Place the cursor where you want the data to appear.

  2. Click the Insert Merge Fields button on the Mail Merge toolbar.

  3. In the Insert Merge Field window, select the merge field and click Insert.

  4. Repeat steps a through c to insert additional fields.

For more information, refer to the Microsoft Word Help system.

 

  1. Save the template.

You can now merge data with the template. For more information, see Merge Data with a Template.

 

To edit an Office Merge Excel template

  1. Access the Office Template Manager window using any 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.

Note For more information on report settings, see Create a Report Setting.

  1. In a listing window, in the Printer/Output field, select Office Merge and click Print.

  2. In the Office Template Manager window, click an Excel template, and then click the Edit Template button. The template appears in Microsoft Excel.

  3. In Excel, edit the template as you would edit any Excel spreadsheet. For more information, refer to the Microsoft Excel Help system.

  1. Save the template.

You can now merge data with the template. For more information, see Merge Data with a Template.