Saving or importing a new Word template

You can create a private Word template by accessing and saving a document or importing a document.

Note: This option is available only in Microsoft Word after installing Infor CRM SLX Mail Merge for Microsoft Word. To create Web Email templates, see Creating a new Web Email Template

To save a new template:

  1. Access a template, document or a blank document that you require to save as a new template in Microsoft Word, 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 is saved.
  4. Place the cursor in the template where you require the merge field to display, click Insert Field to add Infor CRM SLX merge fields to the template.
  5. Select a field from the merge field list. The new merge field is displayed in the template.
  6. Click Save.
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