Template and Image Details

The table below describes the fields that you must complete when you upload a Word template or image to use with mail merge or emails.


Field	Description
Type	The type of document. Use Email Inline Image for an image. Use Quote for a quote template. Use Order for an order template.
Category	The area of business relevant to the document.
Owner	The owner or author of the document. This must be a Sage CRM user.
Team	Users belonging to this team can access the document. None: The document is available to all users.
Status	The current status of the document.
Language	The language in which the document is written.
Active	Yes: The template is currently used. No: The template is not currently used.
Entity	The context in which the document is available. For example, if set to Opportunity, the document is available when a user belonging to the team specified in Team performs a mail merge in the context of an opportunity. None: The document is unavailable.
Description	A short description of the document. Complete this field to help users select the most relevant document, template, or image.