About the Document Center

The Document Management Center helps you manage document templates. It contains a lists of templates for e-mails, memos and faxes and other documents you might use in communicating with a contact.

Select the User from the drop-down list. Expand the Templates tree to locate the desired template, and then select the template to view the details in the panel to the right of the tree.

TIP: To preview the template, check the Show preview for documents box below the details panel of the selected template.

Use the Document Management Center's merge form capability to generate letters, memos, and e-mails. GoldMine lets you print a letter for one contact or a group of contacts, print labels and envelopes, and fax documents if your word processor supports facsimile transmission).

The Document Management Center works with GoldMine Plus for Microsoft Word.

Use the Document Management Center for the Following:

■ Create Document Templates (To Create a New Document Template)

■ Create E-mail Templates (Creating E-mail Templates)

■ Clone Document Templates (To Clone an Existing Document Template)

■ Clone E-mail Templates (To Clone an Existing E-mail Template)

■ Edit Document Templates (Editing Document Templates)

■ Edit E-mail Templates (To Edit an E-mail Template)

■ Mail Merge Documents Using Mail Merge Properties for Printing)

■ Mail Merge E-mail Messages (Using the Mail Merge Properties for E-mailing)

■ Print Documents (Printing Documents from the GoldMine Document Center)

■ Send E-mail Messages (Creating and Sending E-mail)

■ Add Subfolders (see Adding Subfolders to the Document Management Center)