Overview: document templates
After you create a merge template in Microsoft Word, you need to make it available to users by attaching it to a document template. Any time you need to make changes to your Word document, all you have to do is attach the updated file to the document template record, and it will automatically be available to users the next time they merge from an account, contact, booking, and so on.
Document templates can be created at the corporate or property level. Use the Document Templates Home page to work with corporate templates.
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Add sections to document templates
View document template details