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PM Create and Send Templates

The PM Create & Send Templates form is primarily used for generating and sending Word documents, such as subcontract documents, directly from the system.

Before you start​

  • Basic understanding of mail merge syntax for document customization.

Steps​

  1. Navigate to thePM Create& Send Templates form.
  2. Use the 'File Copy Document Template' option to create a copy of the standard template.
  3. Click the 'Edit Template' button to open the document in Microsoft Word.
  4. Modify the document as needed to match your subcontract document requirements.
  5. UseAlt + F9to toggle the mail merge syntax for field visibility.
  6. UseCtrl + F9to insert brackets for if-then formulas.
  7. To send the document, use the mail envelope icon on the PM subcontract form or other associated forms.

Notes​

  • Any modifications to the template do not disrupt the mail merge fields, as this could lead to incorrect document generation.