Editing a shared template

A number of sample templates are included in the shared templates list. These templates form the basis of mail merges.

You can edit a Word template that's included in the Shared Templates list. You can also edit a HTML template if you have HTML experience. Use a text editor to open .htm and .html files. Be aware that incorrect changes to the HTML code can result in templates no longer working properly.

1. Click <My Profile> | Administration | Email and Documents | Document Templates.
2. Click the template link.
3. Click View Attachment to open the Word template and save it on your local machine.
4. Make your changes to the Word template, then save and close it. For more information, see Creating a Word template in the User Help. To get the exact merge field name in Sage CRM, click <My Profile> | Administration | Customization | Primary Entities / Secondary Entities | <Entity> | Fields.
5. Note the template name and location.
6. Return to Sage CRM and click Delete to delete the existing template.
7. Click Add File and upload the new version of the template. For more information, see Uploading a shared template.