Document Template Manager

Use Document template manager (DTM) to create and maintain Printed, Email, and Write-up correspondence templates without contacting Customer Support.

Note: The DTM requires Microsoft Word to operate.

From Control panel, select Settings. On the Document template manager tile, select Manage templates.

DTM lists templates by Record type in the left panel. Select a record type to view and manage its associated templates.

Note: Some record types, such as check templates, appear only when the required module is enabled.

Add a New Template

  1. Select a Record type in the left panel.

  2. Select New template.

  3. Enter a template name and description, choose a template type, and select Save.

  4. In Select available fields from, keep the default record type or choose another one if needed.

  5. From Select fields, add up to 55 merge fields, then select Save.

Note: You cannot currently add new check templates.

Edit Printed Templates in Office for the Web

You can edit printed templates directly in the browser without downloading or uploading template files.

  1. Open the template menu next to the template.

  2. Select Open in Office for the web.

  3. Make updates and insert merge fields as needed. Changes save automatically.

Note: This feature requires Microsoft Office 365.

For a walkthrough, see Edit Printed Templates in Your Browser.

Recreate Headers

Use Recreate headers to rebuild the header merge file for all templates in a selected letter event.

In Document template manager, select a Record type, select Recreate headers, and confirm by selecting Yes.

Use Other Template Actions

Available actions in a template's menu vary by template type (Email or Printed).

  • Open: Open an email template in the editor.

    Note: For existing email templates, move content from Email heading and Email close into Email body to prevent unintended blank lines in generated emails.

  • Open merge fields: Open the merge-field selector to add or remove merge fields.

  • Copy template: Create a copy of the selected template.

  • Rename template: Update the template name or description.

  • Delete template: Remove the template from the correspondence library.

  • Download: Download the .doc and .mrg files.

  • Upload: Upload updates to an existing printed template after editing the downloaded .doc file.

Warning: Keep the downloaded .doc and .mrg files in the same folder and do not rename them. If file names or file pairing change, merge fields can fail and uploads may be rejected.

Before opening downloaded files in Word, follow Unblock a downloaded file to avoid Windows or macOS file-security issues.