![]() ![]() ![]() This is very advanced, we suggest simply downloading an existing template and making your required alterations to it. Check out this article to learn how - _______________________________________________________________________________________________________________________ One of the main advantages of ServiceM8's mail merge approach is that you can use templates created in Microsoft Word 2007. The following tutorial shows how to insert the various supported merge elements like merge fields, repeating blocks or a date field into a template. The goal is to create a simple invoice template with dynamic fields for the recipient, the date and the articles that will be repeated in a separate repeating block. • Start with creating a new document in MS Word and add some static content like a header with your own address: • As a next step, click the Insert Date and Time button in the Text ribbon group, part of the Insert tab page. 8 related questions. In the opened dialog, select a format and confirm with OK. After inserting the static content and the date field, the document should look like this: • Now, we want to add the recipient's name and address details to the invoice. In the same Text ribbon group, open the Quick Parts drop-down button and select Field. in order to open the Field dialog box. ![]()
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March 2018
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