Document Templates

Please click on the image below to access the Document Templates Training Guide.

• Related Articles

• Setting Up Standard Mail Merge Templates with the Add-In

  This article is part of the Mail Merge section. Find all related articles here: Mail Merge Introduction To use Mail Merge as outlined in this article, you must first install the Mail Merge Add-in provided by CPL. You can find the add-in in the ...

• Setting Up Standard Mail Merge Templates without the Add-In

  This article is part of the Mail Merge section. Find all related articles here: Mail Merge Introduction This article is for users who do not use the Mail Merge Add-in provided by CPL. and instead work directly with Word's Mailings tab for mail ...

• Adding a Document Type to Warranties and Maintenance Document Uploads

  Please click on the image below to access the Helpsheet for Adding a Document Type to Warranties and Maintenance Document Uploads.

• Document Types

  Please click on the image below to access the Document Types Training Guide.

• Uploading Mail Merge Templates into CPL

  This article is part of the Mail Merge section. Find all related articles here: Mail Merge To make your mail merge template available to all CPL users, add it to the Templates directory: Go to the System menu at the top of the main window. Select ...