To add additional fields to a template
Additional fields can be added to templates created through MS Word.
Note: When adding fields to a letter template, make sure the fields you add display in the same order for both the report spec and the _header.doc file.
- Select Utilities> Report Specs to open the Report Specifications window.
- Select a MS Word template to edit.
- Click Edit.
- Click Parameters to open the Detail Report Parameters window. The .doc template name displays in the Rpt File / Format field, and the Report Type is shown as MSWORD.
- (Optional) Enter the table name in the Main Tables field.
- (Optional) Enter the table name in the Search Files field.
- Enter the Table.FIELD_NAME after any other listed fields in Report Fields. For example, Name.FAX.
- Select and copy the new field name.
Note: Table names are in title case (upper and lower case). Field names are all upper case.
- Select Save.
- Next, you need to edit the _header.doc for this template. Browse to the MS Word shared folder you created.
- Open the _header.doc file from the template you are editing, for example, ASI_Sample_Member_Letter_header.doc (shown below).
- Insert a new column at the end of the table.
- Paste the new field name that you copied from the Detailed Report Parameters window into the new column.
- Save, and close the document.
- When this template is used, your new column will appear at the end of the Insert Merge Field drop-down list in MS Word.

Sample of a _header.doc