Outlook word template

Administrators can use the Settings page to upload the Word template into customer engagement apps. A template uploaded in Settings is available to all users in your organization. Open a record with information you want to create a document. For example, open a customer account record in Sales. Only templates built for the selected record type entity will be displayed. For example, if you open an opportunity record, you will not see a template you created with the Account entity.

You need to refresh customer engagement apps to see the template. Either refresh your browser or close and reopen customer engagement apps. After you select your Word template, customer engagement apps create a Word document from the record you selected.

The sample Word templates were created with a particular record type entity. You'll only be able to apply the template to records of the same record type. Open a record with information with the entity type that matches the sample template. For example, open a customer account record in Sales to apply the Account Summary template.

Administrators can control access to Word templates with some granularity. For example, you can give salespeople Read but not Write access to a Word template. Select Document Template to set access for templates available to the entire organization.

Select Personal Document Template for templates shared to individual users. Lists of records created from a custom template may not appear in the same order in Word documents as the order in customer engagement apps. Records are listed in the order of the time and date they were created. Analyze your data with Excel templates. Troubleshooting Word templates. Skip to main content.

This browser is no longer supported. Download Microsoft Edge More info. Contents Exit focus mode. Please rate your experience Yes No. Any additional feedback? Warning There is a known issue when creating templates in Word. Resolved my issue. Clear instructions. Easy to follow. No jargon. Pictures helped. Didn't match my screen.

Incorrect instructions. Too technical. Not enough information. A verification code will be sent to you. Once you have received the verification code, you will be able to choose a new password for your account. About Us Our team. How to send a Word document as email body in Outlook? Read More Quick Report, Count Selected Mails Enable you to do smarter, faster and better in Outlook.

Download Now You are guest Login Now. Loading comment The comment will be refreshed after To post as a guest, your comment is unpublished. I want to send email from a word document for each individual where there is an email as on field on the word document.