Designing Document Templates Requirements
- Microsoft Word 2007
- Basic word processing skills
Objectives
- To be able to create a Template Document
- To be able to create a Merge Field
- To be able to incorporate the document into the WordFusion Library
Purpose of
The Template Document is a normal word document that can be reused many times without further adjustment to the original document.
For example: If you wish to write a letter to overdue Debtors and you want to personalise this to each Debtor. Document Automation is the perfect solution.
Guide
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In Word 2007 create a standard document (letter)
- Place cursor in the document where the Merge Field is to be inserted
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From the Ribbon Bar (Toolbar) click the Insert Tab
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From the Insert Tab click Quick Parts
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Then choose Field
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A pop up will appear. Use the scroll bar choose Merge Field
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When Merge Field has been chosen a second option Field Properties will appear enter "Address" in the Field Name
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Press Enter or OK
The document will now show the inserted Field
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Repeat Steps 2-8 to insert "Name", "Account_Balance" and "Account_Due_Date" (making sure that you enter an underscore between words)
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Document is now ready to be saved
From the Ribbon Bar (Toolbar) click the Save As then Word Template
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A pop up will appear. Choose C Drive, Program Files, Zumesoft then Open
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Then choose WordFusion, Samples, Business type "Overdue Account Template" under File Name
Press Open
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Press Save
This document is now saved to the WordFusion Library
Created by Gwen in 5/20/2009 5:21:13 PM
