With PMWeb Word you can create an unlimited number of word processing templates linked to record types. From within a record, click the print to PMWeb Word option, select a template and an output format, and the system loads the template, merges in data from the record, and creates the output file you chose.
Record Type Field - Required. Select a PMWeb record type to link the template to. This determines what data fields are available to merge into the document. This field is read only after the template has been saved.
Default Template Checkbox - One PMWeb Word template can be designated the default for each record type. When users open the PMWeb Word Templates Dialog, the default template is selected.
Copy Content Button - Click this button to open a dialog in which you can select another PMWeb Word template linked to the same record type.
Merge Fields Tree - This tree displays all of the data fields available to be merged into the template. Fields vary, depending on the record type selected above.
RTF Editor Field - To insert merge fields (called tokens) into the document, place your cursor in the RTF editor and then click the merge field in the tree. Type additional text in the RTF editor and use the word processing tools in the toolbar to format the document.
