Add/Edit Mail Merge Templates

In working with mail merge templates, you are able to add templates to e-Builder and edit the template.

The following sections are included in this topic:

Add Mail Merge Templates

Having a template on file also gives you the ability to make necessary changes as they arise, without having to start over from scratch. If a custom mail merge template is not on file, users are able to use the default version.

It is recommended that you download the default Mail Merge Template to start with and save it locally for upload in step 4 below. Although this template can be modified, the default is complete with all necessary field mappings. You can also customize the template field mappings to include specific data stored in e-Builder; for more information on how to customize the template, see Customize Template with Field Mappings.

To add mail merge templates

  1. Go to the Cost settings.
  2. Click Mail Merge Templates.
  3. Click Add New Template. The Add Mail Merge Template page displays.
  4. Complete all required fields:
  5. Template Name
    1. Make template Active (available for use) or Draft.
    2. Set output type (Word or PDF).
    3. Click the Type drop-down arrow and select the type of Cost specific template you are creating.
  6. Click Browse to search for and upload the default or custom template. See the Tip above for more information.
  7. In the Project Assignments section, select the project(s) that you'd like to assign the template to.
  8. Click Add. The selected project(s) is added to the box on the right.

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

  9. Click Save.

Edit Mail Merge Templates

  1. Go to the Cost settings.
  2. Click Mail Merge Templates.
  3. Click the title of the template.
  4. Click Edit. The Edit Mail Merge Templatepage displays.
  5. Make any or all of the modifications listed below.
    • Change template name.
    • Add/Remove/Edit template description.
    • Change status - Make template Active (available for use) or Draft.
    • Change output type - Export documents to Word or PDF format.
    • Change template file - Upload a new mail merge template.
    • Assign template to projects.
  6. Click Save.