How to Create a Document Merge Template with our Microsoft Word Add-in

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    David Michael

    Field names must be kept short so that the combined length of the lookup field.contact field.contact subfield does not exceed the microsoft word merge limit.

    For example: <<DPOA Succ Agent.Bill To Phone Numbe>> cuts off the word "number" and thereby fails on the merge process.

    «DPOA Succ Agent.Bill To Address.Add» cuts off the Address 2 subfield of the the address table.

    On the Centerbase Client, Item manager, change the names of the fields to contain less characters.

     

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    Jeff Stouse

    How does one DELETE an existing template section? 

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    Andrew King

    If all templates in a given section are deleted or moved to another section, the section will no longer show up.

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