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 accessible to all CPL users, add it to the Templates directory:

1. Go to the System menu at the top of the main window.
   
   
2. Hover over Documents and click Templates:
   
   
   
   
3. Click Add Row in the left action panel. 
   


4. Choose the Document Module Type for your mail merge template.
   
   
5. Select the Document Type, which is a subcategory of the module type.

This helps locate the document in the Document Distribution tool during a mail merge.

1. If your document requires printing on paper with a pre-printed header and footer, check the Use Header and Footer box to leave space in the margins.
   
   
2. Enter the document name in the Template Name field.
   
   
3. Add a Template Description (optional).
   
   
4. Click the three dots next to Upload Template to browse and select the file, then click Open.
   
   
5. Click Save to finish.
   
   
   
   

Your mail merge template is now saved in the CPL directory.

To delete a template, click Delete Row in the left action panel 

This marks the template as deleted, removing it from the list. However, the file will remain in the CPL drive under RPM_Docs > Doc_Templates. To delete it completely, remove the file from this folder.

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