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Help > MAIL MERGE > New Template > Text Body & Formatting
Text Body & Formatting

Once you have defined what Profile Type your Template should be sent to and have entered the required Bookmarks, you can then enter all of the text/images etc into your Template and forat them in much the same way you would do in Word.

Once you are happy with your Template, click Save and it will be saved on the application. You can access all Templates that have been created on the application via the Templates screen, as shown in the Templates section below.