Saving a new Word template

To save a new template, in Microsoft Word, open a template, document or a blank document that you want to save as a new template, and click Save as New Template on the Mailings tab.

  1. In Microsoft Word, open a required template, document or a blank document, and click Save as New Template on the Mailings tab.
  2. Set the template properties.
  3. Click OK.

    A notification is displayed to indicate that the Infor CRM SLX Template has been saved.