How can we create new templates in RangerMSP?

[Product User]

How can we create new templates to be used for documents with RangerMSP data?


* We received this message directly and published it here for the benefit of our community users.

[Support Team]

Re: How can we create new templates in RangerMSP?

To create a new Word Template from RangerMSP please these following steps:

1. Go to Settings > Documents > Template Manager.
2. Create a new Template (The Base template may contain your default office template; you may leave it empty)
3. Confirm the pop-up message on the new Word document window
4. Edit the template, you may add your own text and RangerMSP database fields from the "Insert Merge Fields" option (it usually appears as a button on the Mail Merge toolbar)
5. Save the template
6. Create a new document in RangerMSP and select "Based on RangerMSP Template" in the "Create From" field. Then select your template file. The word document should open and the data from RangerMSP should be merged within the document.

Eitan