Uploading a shared template

You can upload a new Word (.docx) or HTML (.htm or .html) template and make it available to users.

1. Click <My Profile> | Administration | Email and Documents | Document Templates.
2. Upload the template:
   • To upload a template through Windows Explorer, click Add File, navigate to the file and click Open. When using Safari, you can add a single file. In other browsers, you can add multiple files at once.
   • To upload a template using drag and drop, drag single or multiple files from the current location to the Drop files here area. In Safari, drag files to the Add File button.
     
     
   The file is listed in File(s). A green check mark indicates that it was uploaded successfully. A red cross indicates that it wasn't uploaded. To upload successfully, a file must comply with the system file size, type, and number of files settings that you've configured in Document and report settings.
3. Configure the Shared Template Details.
4. Click Save. Users can access the template when carrying out a mail merge. If you're uploading an HTML template that you've created in Sage CRM, the original filename is used followed by a number in parentheses.