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Sample mail merge templates are available from the Shared Templates list. Shared templates are stored on the Sage CRM server and are available to all users. Info Managers and System Administrators can create and upload templates available to all users.
You can create new mail merge templates that are available exclusively to you. You can also create mail merge documents with Word document templates you've saved locally. For more information, see Uploading a Word document template.
See Also:
Creating a new template and adding merge fields
Sage CRM user assistance PDFs
