In order to create a template please follow the steps below:
Click Options then click Manager
Click Documents and then click template maintenance
Select what template type you wish this new template to be under
Note: If you want to create a new template type to aid your categorisation:
Click New
Name your template type and click Save
In the Templates tab, click ✚
Click Add Template
Fill in the Template Name
If the template requires data to be merged, tick the Merge box
If you wish to disable the template, tick the Disable Template box
Fill in the remaining fields
Click Save
You can pull through information such as an applicant's name by adding a merge field to a template. To add a merge field, follow the steps below:
Click Options, then click Manager
Click Documents and then click Template Maintenance
Click (+) New
Alternatively, you can use an existing template by clicking Edit (🖉)
In the Document Editor window, click Home
Click Show/Hide (RDB Merge Fields)
Add the fields:
From the Entity list, select the field
From the Field list, select the details
These are the fields that display in the template
From the Option list, select an option
Do Nothing (default)
Delete if no data found
Delete line if no data found
Enter Text
Click Insert
Add in as many fields as you need, clicking Insert after each entry
Click File, then click Save
Example of applicant name:
Entity: ApplicantPerson
Field: PersonName
Options: Enter Text: Hello
For more detailed information, please see the LMS course Access RCRM - Systems Administrator - Documents and Templates - Certified in your Access Learning.