Use Word to create, open, and update document templates in your Maximizer template library. Templates can include merge fields (see Insert and Format Merge Fields).
Create a template
- Create a new document in Word and add the content, including any Maximizer merge fields.
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On the Maximizer tab, click Save to Maximizer and select Create New Template.
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Enter a Name and Description, choose the Full access and Read access permissions, and click OK.
The template is saved to your Maximizer template library.
Open a template
Open a template to preview or print documents based on it.
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On the Maximizer tab, select Template.
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Select a template and click OK. The template opens in Word.
Update a template
- Open the template and make your changes.
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On the Maximizer tab, click the bottom half of Save to Maximizer and select Update Existing Template.
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Select the template to update and click OK.
Related articles
- Word Integration – Overview (Cloud & On-Premise)
- Word Integration – Install and Connect (Cloud & On-Premise)
- Word Integration – Insert and Format Merge Fields (Cloud & On-Premise)
- Word Integration – Preview, Print, and Save Merged Documents (Cloud & On-Premise)
- Word Integration – Create Envelopes and Mailing Labels (Cloud & On-Premise)
- Word Integration – Troubleshooting (Cloud & On-Premise)
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