This page is displayed in the process of adding or editing a cost mail merge template.
Fields and Buttons
The fields and buttons located on this page are:
- Save: Click this button to save changes.
- Cancel: Click this button to return to the Mail Merge Templates page. All unsaved changes will be lost.
- Name: Enter the name of the template in this field.
- Description: Enter a description for the template in this field.
- Status: Set the status of the template by selecting either the Active or Draft radio buttons. Active templates are automatically available for use and draft templates are not available in the user interface.
- Output: Choose an output file type by selecting either the DOC or PDF radio buttons. This selection must match the file you will upload as the mail merge template.
- Type: Click this drop-down arrow to select the type of cost entity this mail merge template will be for.
- File (*.doc): Click Browse to search for and upload the template file.
- Project Assignments: Select the projects you want to make this template available for and the click Add to add selected projects in the adjacent Assigned to these Projects box. If a project is not selected, the mail merge template will be available to all projects.