Mail Merge Templates
Although default templates are available, you have the option of customizing templates with field mappings that will allow you to extract information stored in Trimble Unity Construct into your template such as company contact information, project name, user information etc. For steps on customizing your templates, see Customize Template with Field Mappings.
Mail merge templates are available for most Trimble Unity Construct modules and generally serve the same purpose. However, for specifics on how and where in the user interface the template is used, and detailed steps for adding and editing each template, see details for each respective module by clicking the appropriate link below:
- Budget Mail Merge Templates
- Calendar Mail Merge Templates
- Cost Mail Merge Templates
- Forms Mail Merge Templates
- Planning - Scenario Templates
- Processes Mail Merge Templates
- Schedule Mail Merge Templates
- Submittal Mail Merge Templates
Related Topics: