![]() Note:Your Administrator can determine whether this check box is selected by default. Select this check box to create a PDF copy that is linked to this Word Document and the originating document, if any. The current date is the default.Įnter a title for the document. Select the date when the document was created. For each merged document, do any of the following:Įnter a reference number for this document. ![]() At the top-left corner, click Create Word Merge Document.Select the contact and click Delete Current Contact.Ĭlick OK when prompted to delete the selected contact. Ensure that a valid email address is assigned to each recipient. Enter the contact and company name or click to search for an existing one. Note that one document is created for each selected contact.Ī blank row is added at the bottom of the grid. Select the recipients for this Word Merge document.ĭepending on the type of merged document, default contacts may already be selected.Tip: To magnify the image, hover your mouse over the Template Preview box. Select the template from the displayed list.Ī preview of the template appears in the Template Preview box.In these cases, these fields appear as blank.Ī template's category is set in Prolog Manager. You can choose a different template group however, there may be fields in these templates that do not match the current record. If you are creating a document based on an existing record (e.g., Meeting Minutes), the templates that were designed for this record are automatically selected (e.g., Meeting Minutes template group). A template's group is set in Prolog Manager. Templates that are associated with other projects in the portfolio are not displayed.įilters the templates by group. Templates that are associated with other projects as well as the currently open project are not displayed.Ĭurrent Project and Project Linked: Templates that are associated with the currently open project and other projects. Portfolio: Templates that are only associated with the current portfolio.Ĭurrent Project Only: Templates that are only associated with the currently open project. A template's type is set in Prolog Manager.Īll: Every template available to the currently open project. Use the following filters to display the templates:įilters the templates by availability.On the View menu, click Word Processing > Word Merge > Create. If you opened the record in Edit mode, you are prompted to save it before creating the Word Merge document. Open the record on which to base your Word document, and then click. Note: To create a Word Merge document, you must belong to a user group with the MS Word Documents - 'Add' permission, which is set in the Administration area (User Groups > Record Set Permissions). ![]()
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