PM Select Document Template Form

When you click Initialize Fields, the PM Select Document Template form is used to add the merge fields and table merge fields on the document template to another document template. Upon access, the selection box will list all available document templates for the specified template type. Only standard and/or user-defined templates flagged as ‘Active’ will be included. From the list, select the desired document template and click OK. All fields defined for the selected document template are initialized to the appropriate grid (Merge Field or Table Merge Fields) in PM Document Templates.

PM Document Templates

Overview: Create and Send