Creating Document Templates with GoldMine Plus Installed
When GoldMine Plus is installed, you can create Document templates by creating a new template, or modifying an existing one, in Word and then saving the file as a GoldMine template. After creating and adding the template to GoldMine, you can change the properties of the template within GoldMine.
To Create a Template with GoldMine Plus Installed
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1.
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Open Microsoft Word (with GoldMine Plus installed). |
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2.
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Create your template by adding text and GoldMine fields. |
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3.
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Select GoldMine and then select Save as GoldMine Template from the menu. |
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4.
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In the Summary Info dialog box, enter a Title (required) and any other desired information. |
The Title is the name that will be used for the template name within GoldMine.
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5.
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Click OK to open the Save As dialog box. |
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6.
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By default, the File name field is auto-filled with the name entered for the Title. |
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7.
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Change the Save as type to Word Template and then click Save to save the template. |
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8.
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Open GoldMine and select Go To > Document Templates from the menu. |
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9.
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Select the User name of currently logged in user. |
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10.
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Right-click on the document template folder and select Refresh All from the context menu. |
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11.
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Expand the Letters, Memos and Faxes branch. |
The document (template) created in Microsoft Word now appears in the list of templates.
To Change Properties of the Template
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1.
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Open the Go To menu and select Document Templates. |
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2.
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At the Document Management Center, select the user from the User drop-down list. |
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3.
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Locate the desired template and then right-click on the template and select Properties from the menu. |
The Document Template Properties dialog appears.
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4.
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At the Document Name field, type in the document name that you want to appear in both the Document Management Center and in the template drop-down list on the Merge Form dialog box. |
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5.
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At the Document User drop-down box, select the User under which the template will be listed. |
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6.
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In the Document Management area, select the desired options as needed: |
○ Save in Links Tab when merging for a single contact creates a linked document when the document is merged.
○ Create History when merging creates a history record when this template is merged.
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7.
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In the Document Type area, select a document type and then click OK. |
An Alert Message appears.
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8.
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Click OK to the mail merge now, or click Cancel to abort the merge. |
