Edit Template

Explanation

This activity is used to edit a mail merge document template.

Prerequisites

• Docman awareness should be enabled for UserQuickReport and QuickReport, i.e. setting DocReferenceObject^ in Object Connections for those LU:s.
• CRM and Custom Objects(fndcob) components should have been deployed.

System Effects

• Microsoft Word© will be opened. The user can edit template and redesign as per the new requirement.

Window

N/A

Related Window Descriptions

Quick Report Result

Procedure

Editing a Document Template:

1. Execute a report and obtain results.
2. Right-click and click Mail Merge.
3. Select Edit Template. Attached Mail Merge Templates dialog box will be opened.
4. Select the template you want to edit from the overview list and click Edit.
5. Template will be opened.
6. Edit and prepare template as per the new requirement.
7. Save changes.