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2.6. Uploading Word document to a template
The Templates module allows you to upload a copy of a Microsoft Word document which can be used as a template.
This is for use when generating a merge document for mail, print or PDF purposes. Only Microsoft Word documents can be uploaded to a template. Your Word document can include images, styles and other Word functionality.
To generate we recommend adding the basic content to the HTML Editor in the templates module. Add the RubiCRM merge fields as required then copy/paste the content into your blank Word document. You can then amend your Word document as needed making sure to retain the RubiCRM merge fields.
When creating a new Interaction, any template with an associated Word document will show the text “(Word)” next to the template name.
Selecting one of these templates will then give you the option to generate a Word document (or PDF) or generate the Word document (or PDF) and save it to the client record.
