Accessing the Tool

1. Navigate to Settings, clickCorrespondence.

1. Select Manage Document Templates.

2. Click on the View link to the left of the document you wish to edit.

1. The document is then downloaded as a Word Document. Verbiage that is located within the document can now be edited.  The document correspondence may contain

1. ‘merge fields’, which are indicated by

1. dollar signs and brackets ${ }.

1.  Merge Fields are used to display specific information that may be unique to the event, contact, etc.

Editing Templates

1. To edit the hardcoded information, simply type before, over, or after the existing verbiage. 

2. To add or edit a merge field in the document, navigate in Settings > Correspondence, where various merge field reference pages can be found. Select the type of reference page needed, find the merge field desired, and copy/paste (Ctrl C/Ctrl V) the field value into the document.

1. When you have finished editing the document, navigate back to

1. Settings > Correspondence > Manage Document Templates. Click theEdit link next to the same document you originally viewed.

2. You can now edit the name, add a description and change the folder that the document lives in if desired. Click theReplace File button to browse your computer for the file you finished editing. When you have finished replacing the document,

1. click Save.

Testing the Edited Document Template

1. After replacing the document template with the version you edited, you can test the template by generating it from any event.

2. Start by navigating to the Event Details Page of any event and scrolling down to the Communication

1. History area. ClickGenerate

1. Event Document.

1. Choose a Document format (PDF or Word) and then select the document you wish to generate. Click the Generate Documentsbutton.

1. If you find that there are still further edits you would like to make, start the process over again from the beginning and make any additional changes as necessary. Retest the document after each replacement.