2. Select the category to which you want to add your template and click New > Template to add a new document template or select an existing document and click Edit to open the document window.

3. In the Details section, enter a Description for the document name.

4. If the document will be a printed letter, tick Letter.

5. In the Letter Details section, select if a Header or Signature should be applied to the letter.

Note: If Letter is not ticked, the Letter Details section and Print & Email are disabled.

6. If the document will be emailed, tick Email.

Note: To have both letter and email options available, tick Print & Email.

7. In the Email Details section, enter an Email Subject, and select whether the email should contain a Header or Signature.

8. If the document will be sent via SMS, tick SMS and enter an SMS Sender name.

Note: To have both SMS and email options available, tick Email & SMS.

9. After your settings are in place, click Edit Body Of Document to open your MS Word document.

10. Enter the text for your document.

11. Add mail merge fields to your document by clicking MAILINGS > Insert Merge Field and adding the relevant merge fields you require.

12. Save and close your document to save your changes in the Document Template library.