Difference between revisions of "ProDon:Duplicating a Master Document"
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Configure and then edit the document using the Master document management procedure. | Configure and then edit the document using the Master document management procedure. | ||
− | == Duplicate a '''''Logilys''''' template == | + | == Duplicate a '''''Logilys''''' template == |
+ | From the softwrae home page, click on the "Mailings" menu, then select " [[Image:Bouton_document_maître.png]] Master documents". | ||
+ | {| width="50%" cellspacing="1" cellpadding="1" border="1" | ||
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+ | | colspan="2" | The "Master document management" window opens. Go in the " | ||
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+ | | width="50%" | | ||
+ | | width="50%" | | ||
+ | |} | ||
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+ | {| width="200" cellspacing="1" cellpadding="1" border="1" | ||
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+ | |} | ||
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+ | {| width="200" cellspacing="1" cellpadding="1" border="1" | ||
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{{Footer_ProDon}} | {{Footer_ProDon}} |
Revision as of 15:04, 12 July 2011
Introduction
When master documents already exist (e.g. thank you letters, canvassing letters, etc.), it is possible to duplicate them to create new merge documents.
Duplicate a master document
From the software home page, click on the "Mailings" menu, and choose " Master documents".
The "Master document management" window opens. In the "Active documents" tab, all the active master documents will be available. | |
A: Select the master document to duplicate. |
The "Edit/View master document" window opens. |
C: Rename the document (by default, the software names the duplicated document "Copy of ..."). |
Configure and then edit the document using the Master document management procedure.
Duplicate a Logilys template
From the softwrae home page, click on the "Mailings" menu, then select " Master documents".
The "Master document management" window opens. Go in the " | |
Document name: ProDon:Duplicating a Master Document