Copying a Word template

You can copy private and public templates. However, when you copy a public template, the template is saved as a private template.

You can release a private template to another user, only after you copy the template. The copied private template is maintained in the list of private templates.

Note:

This option is only available in Microsoft Word after installing application Mail Merge for Microsoft Word. For steps see, Installing Infor CRM SLX Mail Merge For Microsoft word
To copy Web Email templates, see Copying a Web email template

To copy a template:

Click Manage Templates on the Mailings tab in Microsoft Word. The Manage Templates window is displayed.

Note: If the Manage Templates option is not displayed on the Mailings tab, you are required to install application Mail Merge for Microsoft Word.
Select a template from the list.
Click Copy.
Set the properties for the template in the properties pane.
Click OK.