Document templates

A user performs a mail merge using a document template and a Sage CRM record. As the system administrator, you can upload a template to the global shared templates folder in the library so it's available to all users. For more information, see About the library.

• Configuring document settings
• Setting default quick quote or quick order template
• Uploading a shared template
• Editing a shared template
• Adding current date to a mail merge view
• Appending quote or order ID to Word or PDF file name
• Deleting a shared template