To Generate:


  • Go to Setup > Click the Document Template tab on the left-hand side > Click Add under Matter.



  • In the Document Template window, type in the name of the template, choose a category for what this template is, and if necessary you can type in a description for the template.


  • Next, click Choose File



  • Locate the file on your computer and click Open



  • When ready, click Upload



  • You will then see the document template added to the document template section > Contact tab.



  • Next, go to Contacts > click Address book section > Select click Action > Click Generate Document




In the Generate Document window:


Category: Choose a category for the document template

Document Template: Choose a document Template from the drop-down.

Generate As: The document template will be exported as a MS Word Document.




  • When ready, Click Generate


  • The document template will save in your downloads in the browser, or will automatically open up in MS Word.