Editing a Microsoft Word Template

You can edit private templates, you can create a private copy of a public template, and save it as a private template.

The Microsoft Word templates can be used when performing a mail merge from Microsoft Word, or when performing a mail merge output to File in the Web Client.

Note: You can Save and Close the editor to allow the merge to continue If you are editing the template during Mail Merge, when you are finished with your edits, you must Save and Close the editor to allow the merge to continue.

To edit a template:

  1. Select Templates on the Write menu.
  2. Select a template from the list of Private or Public Templates, and then click Edit on the Manage Templates window.
  3. Click Yes to copy the template when the Warning message appears, If you are editing a public template.
  4. On the properties window, you can do one of the following:
    • Set the properties for the template, and then click OK.
    • Leave the properties as indicated, and then click Close.

      The editor opens with the template's standard text and merge fields visible.

  5. You can specify additional text in the template or use the Infor CRM SLX toolbar to make changes to the template:
    • Insert Infor CRM SLX merge fields to the template.
    • Preview the template.
    • Attach files to the template if it is an email type template.
  6. Click Save and Close.