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Help > MAIL MERGE > Templates
Templates

The Templates screen allows you to view, edit and/or delete all Templates that have been created on the application; you can also use it to add new Templates. It can be accessed via the Mail Merge modul.

From here you can view the following information for all Templates:

§  Name

§  Description

§  Who created it

§  When it was created

§  When it was last updated and by whom

§  The Type of Template

§  A Preview of the Template

From this screen you can also begin the Mail Merge Wizard, which takes you through the process of sending a Mail Merge out.