Difference between revisions of "ProDon:Duplicating a Master Document"
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== Introduction == | == Introduction == | ||
| − | When master documents already exist (e.g. thank you letters, | + | When master documents already exist (e.g. thank you letters, solicitation letters, etc.), it is possible to duplicate them to create new merge documents. |
== Duplicate a master document == | == Duplicate a master document == | ||
Revision as of 08:15, 19 July 2011
Introduction
When master documents already exist (e.g. thank you letters, solicitation 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 select "
Master documents".
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The "Master document management" window opens. In the "Active documents" tab, all the active master documents will be available. | |
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A: Select the master document to duplicate. |
B: Click on the |
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The "Edit/View master document" window opens. |
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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 software home page, click on the "Mailings" menu, then select " Master documents".
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The "Master document management" window opens. Go in the "Logilys templates" tab, which contains a list of master document templates provided by Logilys. | |
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A: Select the master document to duplicate. |
B: Click on the |
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The "Edit/View master document" window opens. |
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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.
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After renaming the document, it can be found in the "Active documents" tab. |
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Document name: ProDon:Duplicating a Master Document
