Once you have done this, you can edit the template.Īfter Word opens, to make sure you are editing the actual template, look in the Word title bar for the name of the document you are editing. Continue and then use the Mail Merge wizard to set the data source to your Exported Data file. If you are not the last person who edited this template, you may get a message saying "Opening this document will run the following SQL command: … Do you want to continue?" If so, click Yes. Since you do want to modify the actual template in this case, you must open the template by right-clicking on the template file. You must open it this way rather than opening it from within Word or by double-clicking the file. To open the existing template, right-click on the template file name and choose Open. If you are creating a new template, simply open Word and go on to step 2. If you are editing an existing template, open the merge template in Microsoft Word.However, when you actually do want to edit the template, you need to open it differently, which is described below. This allows you to edit the document without modifying the actual template. When you open a Word template (from within Word or by double-clicking the file), Word makes a copy of that template and then opens that copy for you to edit as if it was a regular Word document. Word templates are different from standard Word documents. If you have not done this, see the Preparing Export Data and Merge Templates for more information. These instructions assume that you have exported data to the Exported Data file for the template you are creating or editing, and have opened that template in Microsoft Word. Open topic with navigation Creating or Editing a Template with Microsoft Word Creating or Editing a Template with Microsoft Word
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