Merging Account Data with an Existing Template

To create a form letter by merging account data with a template:

1. Open a Debtor or Creditor account and go to the Documents tab.

2. Click the button.

3. Choose a predefined template file using the ellipsis button [...] then click OK.

   

4. Edit the document in the default editor.

5. Save the changes to your edits and click Yes on the Add to account documents dialog.

   

From this point the Document Manager window opens, prompting the document descriptive fields to be completed.

Related Topics

Managing / Creating Documents

Document Manager Overview

Create a Merge Letter