Sharing Word Templates with Other Users

You can share Word mail merge templates with other Infor CRM SLX users, teams, or departments.

Note: This feature is only available in Microsoft Word after installing Infor CRM SLX Mail Merge for Microsoft Word.

To share a template:

  1. Click Manage Templates nullnull on the Mailings tab in Microsoft Word.
  2. Select the template you want to share from the list in the Manage Templates window.
  3. Click Share.
  4. nullClick Add.
  5. Use the Lookup to find the user, team, department that you want to share the template with. Else, you can select Everyone.
  6. Select from the list.
  7. Click OK.
  8. Click OK after adding the users, teams, departments, or everyone is completed.
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