Using templates for output processes

Use output process templates for MS Word merges or email merges for greater efficiency.

To create a Microsoft Word template

Create the basic template in Microsoft Word. Upload it and add any iMIS-based merge fields when you create the output process.

1.  Open Microsoft Word.

2.  Create the base text and graphics for your template.

3.  Save your template to a local or network drive.

4.  Close Microsoft Word.