Editing Document Templates
You can edit document templates using the application you used to create the template. In the following procedure, Microsoft Word is used as an example.
To Edit a Template
NOTE: The following example uses Microsoft Word.
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1.
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Select Go To > Document Templates. |
The Document Management Center opens.
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2.
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At the User dropdown box, select a user. |
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3.
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Right-click on a template name and select Properties. |
The Document Template Properties dialog box appears.
The document opens in the application used to create it, in this example the document opens in Word. Use your Word functionality to add, delete, or edit the text.
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5.
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To add GoldMine fields to the document using Word 2007/2010, select the GoldMine tab and then select a field or field macro from one of the field type drop-down menus. |
For example, &Contact is an example of the field macro format.
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6.
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To save the edited template to the same file, select GoldMine > Update GoldMine Template. |
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7.
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To save the edited template as a new template, select GoldMine > Save as GoldMine Form. |
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8.
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At the Title field type in a new title and then click OK. |
