Microsoft Word must be installed on your computer in order to create mail merge templates.
Our add-in template must also 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 "Open e-manage File Location" > "Application Directory". This will direct you straight to the e-manage One folder.
In the list of files contained in the e-manage One Folder, Find "e-manage.dot" (it will have a Microsoft Word icon associated with it), right click on the file and choose copy.
On Windows Vista, Windows 7, Windows 8 or 10, find the "Users" folder and click the "+" next to it.
Find the folder with the username you log into your computer as and click the "+" next to it.
If you do not see a folder underneath called "AppData" then click on the "Organize" button in the toolbar of the Windows Explorer or My Computer and then on the "View" Tab, then Click on Folder and Search Options. Make sure "Show Hidden Files" is checked (the default is Hide).
Once you see the "AppData" folder, click the "+" next to it.
Find the "Roaming" folder and click the "+" next to it.
Find the "Microsoft" folder and click the "+" next to it.
Find the "Word" folder and click the "+" next to it.
Right click on the "Startup" Folder under the "Word" folder and choose paste.
If Microsoft Word and / or Microsoft Outlook is open, you will need to close both of these and then reopen them.
In Microsoft Word 2007 or above, you will see a new "Add Ins" tab at the top and in that tab will be the e-manage merge codes menu.
