Document Wizard

After creating a template using the Template Wizard, this is the next step that is necessary to do before using Write Letter. Here, you create the "standard" Word document you will use in Write Letter.

Access the Document Wizard to create a Document.

• Click Next on the Document Wizard Introduction screen.
• Select the Diamond Level for which you are creating this Microsoft Word Template: Select the level for the document you are creating. If any of the levels are gray, this means a template does not exist at this level.
• Click Next. The template is automatically saved to the file location identified in the system setting: "Doc Path" (Attachments folder).
• On the Diamond Document Wizard for Microsoft Word - Enter Information screen:

• Available Templates: Select from the combo box the Template you created for your letter.

• File Name: Enter the file name of your document.

• Description: Enter brief narrative describing your document.

• Click Next.

• A validation is returned on the Document Wizard for Microsoft Word - Finish screen. The field, Open the New Document, defaults with a check mark; leave the check mark and click Finish.

• Microsoft Word 20007 opens with a blank Word document.

You can create the document here OR you can copy an existing Word document and replace (or revise) your information as needed. In this sample, we are creating a new Word document. Enter the narrative in your "form" letter.

• Place the cursor next to the field you want the "merged" field copied to.
• Click the Insert tab.
• Next, select Quick Parts / Building Blocks Organizer.
• Highlight the field you want added when you created your template.
• Click Insert.
• Repeat the two steps above for each field placing the cursor next to the field in the document.
• When finished, Save / Exit the document. Ensure you save the document to the path specified in the system setting, "Doc Path."
• The Document Creation Finished screen displays.
• Click Close Wizard.

The final step is the Write Letter function.