Releasing a Private Word Template to Another User

To release a private template execute these steps:

  1. Click Manage Templates on the Mailings tab in Microsoft Word.
  2. Click to expand the Letter, Fax, or Email folder in the Private Templates list.
  3. Select the template to release.
  4. Click the Lookup in the Owner field to select an Infor CRM SLX user in the Properties pane.
  5. Click OK. The template is displayed in the Private Templates folder for the user selected in Step 4 and is removed from the current user's Private Templates list.
    Note: 
    • This feature is only available in Microsoft Word after Installing Infor CRM SLX Mail Merge For Microsoft Word.
    • If releasing a Private Template to another user, it is recommended that you copy the template first, then release the copied template to the other user. That way, the Private template is retained in the list.
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