Difference between revisions of "ProDon:Duplicating a Master Document"
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== Duplicate a '''''Logilys''''' template == | == Duplicate a '''''Logilys''''' template == | ||
| − | From the softwrae home page, click on the "Mailings" menu, then select " [[Image: | + | From the softwrae home page, click on the "Mailings" menu, then select " [[Image:Bouton document maître.png]] Master documents". |
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| colspan="2" | The "Master document management" window opens. Go in the " | | colspan="2" | The "Master document management" window opens. Go in the " | ||
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Revision as of 15:06, 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".
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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 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
