Uploading a Word template or image file

You can upload a local Word document template and use it to perform a mail merge. You can upload an image file and use it in a mail merge template. For more information, see Creating a template using the text editor.

1. Ensure you are in the correct context. When you upload a template, you must associate it with the entity for which you've entered merge fields.
   1. On the top bar, click the Search arrow and click <Entity>.
   2. Click Find.
2. Click Merge to PDF.
3. To upload a template or image through Windows Explorer, click Add Local Template / Image, navigate to the file and click Open.
4. To upload a template or image 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. These settings are defined by your system administrator.

5. Enter details for the template or image. For more information, see Template and Image Details.
6. Click Save.