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Creating a new template and adding merge fields

You can add new templates for your own use.

1. Ensure you're in the context you want the template to be associated with. For example, open a Case record to create a template that uses case merge fields.
2. Click the Documents tab and click Merge to Word or Merge to PDF.
3. If your System Administrator has disabled the Merge to Word option at a system level, the Merge to Word button isn't displayed.
3. Click Create Template.
4. Enter details in File and Description.
5. Create the main body of your template. You can paste content from Microsoft Word or HTML source code into the rich text editor.
6. Insert any images you want to use in the template by inserting the image name in an HTML IMG tag. For example, <img src="logo.jpg">. To insert an image, you must first upload it to the server. For more information, see Uploading an image file.
7. Select Sage CRM merge fields from Insert Sage CRM Field. If you need a merge field that's not available, ensure you started the merge in the correct context. For example, to include merge fields from the opportunity table, start the merge process in the context of an Opportunity. If you're in the correct context and don't have the required fields, ask your System Administrator to customize the mail merge view for the main entity of the mail merge.
8. When creating a mail merge using opportunity merge fields you must include TableStart and TableEnd tags even if you don't use nested items. If you don't include these tags, the merge fails with no errors given.
8. Click Save Template. The new template is saved in HTML format and listed in your Shared Templates. When you click Save Template, a Delete button appears. You can delete only those templates that you created using the rich text editor.
   
9. To continue with a merge, click Merge and Continue.
10. To share your template with other users, save it locally, email it to your System Administrator asking the administrator to upload it to the global Shared Templates list.

See Also:

Performing a mail merge

Uploading a Word document template

Creating a new template in Microsoft Word

Tracking documents on the Documents tab

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