Difference between revisions of "ProDon:Duplicating a Master Document"
| Line 3: | Line 3: | ||
== Introduction == | == 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. | + | When master documents already exist (e.g. thank you letters, solicitation letters, etc.), it is possible to duplicate them to create new merge documents. |
| − | == | + | == Duplicating a master document == |
From the software home page, click on the "Mailings" menu, and select "[[Image:Bouton document maître.png]] Master documents".<br> | From the software home page, click on the "Mailings" menu, and select "[[Image:Bouton document maître.png]] Master documents".<br> | ||
| Line 27: | Line 27: | ||
<br> | <br> | ||
| − | {| cellspacing="1" cellpadding="1" border="1" style="width: 384px; height: 262px; | + | {| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 384px; height: 262px;" |
|- | |- | ||
| | | | ||
| Line 42: | Line 42: | ||
<br> | <br> | ||
| − | Configure and then edit the document using the [[ProDon:Master document management|"Master document management"]] procedure. | + | Configure and then edit the document using the [[ProDon:Master document management|"Master document management"]] procedure. |
| − | == | + | == Duplicating a '''''Logilys''''' template == |
From the software home page, click on the "Mailings" menu, then select " [[Image:Bouton document maître.png]] Master documents".<br> | From the software home page, click on the "Mailings" menu, then select " [[Image:Bouton document maître.png]] Master documents".<br> | ||
Revision as of 09:32, 21 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.
Duplicating 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.
Duplicating 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
