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: