Difference between revisions of "ProDon:Duplicating a Master Document"
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== Duplicate a '''''Logilys''''' template == | == Duplicate a '''''Logilys''''' template == | ||
| − | From the | + | From the software home page, click on the "Mailings" menu, then select " [[Image:Bouton document maître.png]] Master documents".<br> |
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
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| − | After renaming the document, it | + | After renaming the document, it can be found in the "Active documents" tab. |
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Revision as of 15:45, 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 select "
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. |
B: Click on the |
|
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 software home page, click on the "Mailings" menu, then select " Master documents".
|
The "Master document management" window opens. Go in the "Logilys templates" tab, which contains a list of master document templates provided by Logilys. | |
| |
|
A: Select the master document to duplicate. |
B: Click on the |
|
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.
|
After renaming the document, it can be found in the "Active documents" tab. |
|
Document name: ProDon:Duplicating a Master Document
