Templates: Creating from blank to use in various ShowBiz modules

Modified on 02/07/2015 04:59 PM by Suzanne Coy Categorized as Documents, Templates and Mailmerges, Entries and Entrants, Getting Information Out Of ShowBiz, Memberships and Tickets, Trade Stands

==To create a template:==
1. Open the screen that you will be merging from.  Choose which screen based on the information you'd like to appear in the final documents (i.e. Contacts, Entries, Classes, Stands){BR}
2. Find some sample records, preferably similar to your final output as you'll be able to use these to test your template{BR}
3. Tick one or more items in the main list{BR}
4. Click the "Mail Merge Ticked Items" button beneath the list{BR}
5. Select "Create a new mail merge Word Template at the below selected location{BR}
6. In the box at the bottom of the screen (Mail Merge Template), browse or type the location to save the template to.  Try to make the file extension match the version of Word you're using (e.g. .dot for older versions of Word, and .dotx for newer versions){BR}
7. Click the OK button to create the new template{BR}
8. Depending on your version of Word, insert Merge fields as required (e.g. FirstName, LastName, Address1, Postcode), and non-merge information (e.g. the contents of the letter or other information){BR}
9. Save the template you'll be able to easily find it again, preferably in a shared location rather than on your computer{BR}
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==To test/use a new or existing template==
1. Return to the Mail Merge Manager screen{BR}
2. Select the top option: "Merge selected results to a new Word Doc..."{BR}
3. Change (if not already there) the Mail Merge Template box at the bottom of the screen to point to the template you created{BR}
4. Click the OK button

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Templates: Creating from blank to use in various ShowBiz modules