Creating a document template
This procedure is written for Microsoft Word 2007 or later. The steps are slightly different in earlier versions of Word. |
You can add document templates to your Maximizer template library from Microsoft Word.
- Create a new document in Microsoft Word and enter the content for the template; including any Maximizer merge fields.
- In the Maximizer tab in Word; click Save to Maximizer and select Create New Template from the drop-down list. The New Maximizer Document Template dialog opens.
- Enter a Name and Description and choose the Full access and Read access permissions for the template; then click OK.
The document template is saved to your Maximizer Template Library.