Updating a Shared Word Template

If you make changes to a Word template and want to share the changes, you must share the template again.
Note: This feature is available only in Microsoft Word after installing Infor CRM SLX Mail Merge for Microsoft Word. For more information see Installing Infor CRM SLX Mail Merge For Microsoft Word.

To update a shared template:

  1. Click Manage Templates on the Mailings tab in Microsoft Word. The Manage Templates window is displayed.
  2. Select the template you want to share from the list.
  3. Click Share. The Share Template window is displayed.
  4. Click OK to release the changes to the listed users.
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