ProDon:Duplicating a Master Document

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  button.

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 button.

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.

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Document name: ProDon:Duplicating a Master Document

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