Print a Commitment Mail Merge Template

Information about a commitment can be printed to a custom template created by the account administrator. Mail merge templates may be in Microsoft Word® or Adobe PDF® formats, as configured by your e-Builder admin. For more information on cost mail merge templates including customizations, see Cost Mail Merge Templates. To export commitments to a spreadsheet, see Export Commitments to Spreadsheet.

To generate a commitment mail merge

1. Go to the Commitments page.

For more information, see Access the Commitments Page.

2. Select the check box next to the commitment item.
3. Click Mail Merge.

The Select Mail Merge Template displays.

4. If only one template displays for you to choose from, go to the next step. If there are multiple templates available, make a selection.
5. Click Continue.