In order to create mail merge templates using e-Manage|ONE, you must have Microsoft Word must be installed on your computer in order to create mail merge templates. Our . Additionally, our e-Manage|ONE add-in template must also needs to be saved in the Startup section of Microsoft Word on your hard drive. Here are the steps for getting this template into the startup folder: Launch e-Manage One and go to "File" from the top toolbar and select Follow these steps to ensure you have the template in the right place:
Installing the e-Manage|ONE Mail Merge Template:
Launch e-Manage|ONE:
Open e-Manage|ONE and go to the "File" option in the top toolbar.
Access e-Manage File Location:
Select "Open e-manage File Location" > "Application Directory."
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This action will
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take you
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directly to the e-Manage|ONE folder.
Locate the e-manage
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.
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dot File:
In the list of files
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within the e-
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Manage|ONE Folder,
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find "e-manage.dot."
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It will have a Microsoft Word icon associated with it
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.
Copy the e-manage.dot File:
Right-click on the "e-manage.dot" file and choose
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"Copy."
Navigating to the Startup Folder:
On Windows Vista, Windows 7, Windows 8, or Windows 10,
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locate the "Users" folder and click the "+" next to it.
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Find the folder with your username (the
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one you use to log into your computer
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) and click the "+" next to it.
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If you
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don't see a folder
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called "AppData"
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underneath, follow these additional steps:
Click on the "Organize" button in the toolbar of
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Windows Explorer or My Computer
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.
In the "View" Tab,
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click on "Folder and Search Options.
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"
Ensure that "Show Hidden Files" is checked (the default is Hide).
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Access the "AppData" Folder:
Once you see the "AppData" folder, click the "+" next to it.
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Navigate to the "Roaming" Folder:
Find the "Roaming" folder and click the "+" next to it.
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Access the "Microsoft" Folder:
Locate the "Microsoft" folder and click the "+" next to it.
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Locate the "Word" Folder:
Find the "Word" folder and click the "+" next to it.
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Paste e-manage.dot into the "Startup" Folder:
Right-click on the "Startup" Folder under the "Word" folder and choose
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"Paste."
Restart Microsoft Word and Outlook:
If Microsoft Word and/or Microsoft Outlook
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are open,
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close both
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applications and then
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reopen them.
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Access the e-Manage Merge Codes Menu:
In Microsoft Word 2007 or above, you will see a new "Add-Ins" tab at the top
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. Inside this tab, you'll find the e-manage merge codes menu.
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