Add Form Mail Merge Templates to e-Builder

Optional pre-requisites for this procedure include:

• Download Default Forms Mail Merge Template
• Access e-Builder Field Mappings
• Customize Form Template with Fields Mappings

To add form mail merge templates to e-Builder

1. Go to Forms Settings.

For instructions, see Access Forms Settings.

2. Expand Mail Merge Templates.
3. To add a form details template, click Forms Details. The Mail Merge Templates page is displayed.

—Or—

To add a form log template, click Forms Logs. The Mail Merge Templates page is displayed.

To learn about the difference between Form Details and Form Logs, see Manage Form Mail Merge Templates.

4. Click Add New Template.

The Add Mail Merge Template page is displayed.

5. Complete the required fields.
6. Click Browse to search for and upload template.
7. In the Project Assignments section, select the project(s) to assign the template to.
8. Click the right directional arrow to add the project to the Assigned to these Projects box.

If you do not specify the project(s) that will use this template, the template will be available in all projects.

9. Click Save.