View Template

Explanation

This activity is used to view 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 and the user can view template.

Window

N/A

Related Window Descriptions

Quick Report Result

Procedure

Viewing a Document Template:

1. Execute a report and obtain results.
2. Use right mouse button menu option and select Mail Merge.
3. Select View Template. Attached Mail Merge Templates dialog box will be opened.
4. Select the template you want to view from the overview list and click View.
5. Template will be opened for viewing.