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Uploading an image file
To use images for your HTML mail merge templates, you must first upload the images to the server.
- Click Find | <Entity>.
- Enter your search criteria and click Find.
- Click the person or company to whom you want to send the merged document.
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Right-click New and click Merge to Word or Merge to PDF, or click Merge to Word or Merge to PDF in the Documents tab.
- 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 image file.
- In IE, click Browse to navigate to the file.
- In other browsers, select the image file from its current location.
- 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 details for the image file and click Save. All uploaded image files are saved. When you've saved the image, you can use it when creating a new mail merge template in Sage CRM.To insert any uploaded images into an HTML template, type the image name in an HTML IMG tag. For example,
<img src="logo.png">.
See Also:
Creating a new template and adding merge fields
Performing a mail merge
Uploading a Word document template
Uploading a Word document template
Tracking documents on the Documents tab
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