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Uploading a Word document template
You can upload a local Word document template and use it to perform a mail merge.
- Open an entity record and click the Documents tab.
- Click Merge to Word or Merge to PDF.
- If your System Administrator has disabled the Merge to Word option at a system level, the Merge to Word button isn't displayed.
- Click Add Local Template / Image.
- Browse to the document file.
- In IE, click Browse to navigate to the file.
- In other browsers, select the file from its current location. Note: When using Safari, you can add only one file at a time.
- The file is listed in File(s). A green check mark indicates that it was uploaded. A red cross indicates that it wasn't uploaded. To upload successfully, a file must comply with the system file size, type, and number of files settings. These settings are defined by your System Administrator.
- Enter the document details.
- Select the entity you want the template to be associated with from Entity.
- Click Save. All uploaded files are saved.
See Also:
Performing a mail merge
Creating a new template and adding merge fields
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