Creating document templates
You can create a template as a simple form letter or to use for a mail merge when sending multiple contacts the same document; however, it is easier to modify an existing template than to create a new template.
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When creating or editing documents in Microsoft Word, display all non-printing characters such as paragraph marks and tab characters to avoid deleting hidden text required by ACT!. |
To create a document template
From the Write menu, click New Letter/E-mail Template.
A blank template appears in the word processor, and the Add Mail Merge Fields dialog box is located on the right panel of the screen.
From the Select Field Type list, select the field type you want to use for inserting fields: Contact Fields, My Record Fields, or Field Label.
From the list of fields, select the field you want to add to your template, and then click Add. Continue inserting fields, making sure you change field types as necessary.
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When you add fields, they display in a single line in the template. To position the fields in specific areas in the template, place your cursor in the template where you want to place the field, select the field, and then click Add. |
Arrange the fields as you want them to display on your document and include the necessary spaces and punctuation.
Type the body of the document and format it as needed.
When you are finished, save your template.
To delete fields
Select the field to delete, and then press DELETE.