Cimmaron Software On Demand Technical Support

To Create a New Microsoft Word Template:

1. In the Toolbar, click on the Utilities section, and then select File Explorer.
2. In the Folder pane, navigate to the folder that you would like to store your template in.
3. In the File Actions pane, click New file.
   
   
   
   
4. In the New File Window, drop down the New button and select Word.
5. Enter a file name in the File Name dialog box, click OK.
6. Enter Keywords that will help you to search for this file at a later date (not required).
7. Enter a Description for the file (not required).
8. Select a Data Source.  A data source must be selected in order to have the ability to merge client and vendor data into the document (i.e., customize the letter to say ‘Dear John’ rather than ‘Dear Borrower’).  Each data source will list a different set of fields that are available to be merged with the document.  For a standard letter to be merged with client data, select Standard Client Merge Letter.  For a standard letter to be merged with vendor data, select Standard Vendor Merge Letter.  Click here for a complete list of fields in each data source.
   
   
   
   
9. Click OK to close the New File Window.
10. A blank Word document will be displayed along with a Merge Fields window that will list the available merge fields.  Create your letter in the Word document.  To enter merge fields, put your cursor at the location in the document that you would like the merge field located and then highlight the merge field that you would like to enter and click Select.
    
    
    
    
11. When you have finished editing your template, click Close on the Merge Fields window to close the Word document.