Selecting a Word template

When performing a mail merge to File in the Web Client, you must select a Word template.

To select a Word template for file:

  1. Access the Mail Merge in the Web Client. For steps see, Using Mail Merge in the Web Client.
  2. Click the Template find option on the Merge Options tab.
  3. Expand the tree view to find the template you want to merge with.
  4. Select a template.
  5. Click OK.