Creating a Blank Mail Merge Template with a Header & Footer

This article is part of the Mail Merge section.

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Mail Merge

 

Adding a header and footer to your document templates helps brand your documents and clearly identify them as coming from your company. By setting this up once and saving it as a blank template, you'll make future template creation much easier.

This template will also be used when emailing documents, if the header and footer needs to be added to emails only. Read more about this here.

If you need both a header and a footer, you’ll need to go through the process twice—once for the header and again for the footer.

Follow these steps to create your blank template:

1. Open a blank Word document.
   
   
2. Insert a Header or a Footer.
   
1. Add any necessary text or images to these sections.
   
   
3. Save the document.

1. Save the document with a clear name, such as "Mail Merge Blank Template Header and Footer".
   
   
2. Store the template in a shared folder so others in your company can easily access it.

The system option "Mail Merge Header Path" allows you to specify the location of this template.

When sending emails, the system will automatically use this template to merge the header and footer onto the document.

Printed documents, however, will usually use pre-printed paper rather than adding these elements digitally.
Templates must include the header and footer if you’re not using pre-printed paper.

If you print externally, you don’t need a blank template with a header and footer. Instead, ensure all branding is already included in your templates.

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