To modify Microsoft Word templates (OfficeLink)

Importing and exporting data > Managing import and export records > OfficeLink templates for personalized letters

To modify Microsoft Word templates (OfficeLink)

1	Start Microsoft Word.

2	Choose Open from the File menu. The Open dialog box will appear.

3	Using this dialog box, locate your AccountEdge software folder, then locate the Letters folder within it. Display the contents of this folder.

4	Choose All Files from the Files of Type field. All your OfficeLink letter templates will appear.

5	Highlight the template you wish to modify, and click Open. The template you selected will open.

If you’re unsure about which template you want, see Samples of templates for personalized letters (OfficeLink) for descriptions of OfficeLink letter templates.

6	Choose Options from the Tools menu; the Options window will appear.

7	Click the View tab. If the Field Codes option isn’t marked, mark it, then click OK. When this option is marked, a number of hidden fields will appear in your template.

8	Edit the template.

9	Choose Save from the File menu.

■	To delete prompts for your name and title from OfficeLink templates

■	OfficeLink templates for personalized letters

Top of page