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:

1. Go to the System menu at the top of the main window.
   
   
2. Select Documents, then Templates:
   
   
   
   
3. Click Add Row in the action panel on the left. 
   


4. Choose the Document Module Type your mail merge template relates to.
   
   
5. Select the Document Type, a subcategory of the module type.

This will help you locate the document in the Document Distribution tool during a mail merge.

1. If your document is for 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.
   
   
   
   

Your mail merge template is now in the CPL directory.

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

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

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