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To view an instructional video of these steps, click the link below.
https://share.synthesia.io/458f0037-2b86-4fa7-bdbb-70aa2327ba28
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Video Link: Document Designer - Create a New Merge Document Template by Cloning an Existing Template
Instructions
Short, concise steps for users to follow. Consistency is key and less is more.
Click Administration >Document Designer. This will open the Document Designer window.
Locate the desired document by browsing documents Or by using the ‘Search’ field and entering any part of a documents filename.
Click on the desired document.
Click ‘Clone’ in the upper right corner of the Document Designer window.
A duplicate copy with ‘Clone’ at the end of the name will appear in the list of available documents.
Double-click the new (Clone) document.
Enter a new name for the document in the Document Name field at the top of the Document Designer window.
For more information on editing the document from here, see ‘E-Training 53: How-to Document Designer - Create a New Merge Document Template from Scratch’
IMPORTANT: Click ‘Save’ at the top of the Document Designer window.
Caution: Do not use the ‘Save’ or ‘Save As’ in your word processing program, this will delete everything inside of the Document Designer.
Close the Document Designer Window
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