Adding Report Templates to a Mail Merge Template

You can only have 1 report template present at a time. If the Mail Merge template has an existing report template, the system replaces it with the template you are adding.

Note: You can only upload DOC, DOCX, DOT, and DOTX files.

  1. From the menu, click Admin menu > Management Reporting > Mail Merge Templates.
  2. Select the Mail Merge template that you want to update.
  3. In the Report Template section, do the following:
    1.  Click Add.
    2. Attach the file.

      3. Note: Maximum file size is 10MB.

    3. Click Upload.

  4. Click Save or Save and Close.

    • To apply the changes and continue working, click Save.
    • To save and exit, click Save and Close.