HomeGuides :: VirtuosoAdvanced FeaturesAssociating a Save Template with a Junxure mail merge template

7.2. Associating a Save Template with a Junxure mail merge template

Background

This is a very rarely used feature of Virtuoso, but it can be a huge time saver if you are willing to take the small additional effort required to set it up.

Procedure

The process consists of two parts:  1.  Creating the save templates, and 2.  Assigning the save template to the Junxure merge form

Creating the Save Template

  1. Ensure that Worldox is running
  2. Right click on the Virtuoso system tray icon and choose Edit Save Templates
  3. Click the Green plus to add a new template
  4. Specify the name of the template
  5. In the right pane, specify the values for the save template (if the right pane is blank, you didn't have Worldox running when you chose Edit Save Templates)
    Tip: Use the drop down for each field to get access to auto-populated variables like {!CONTACTCODE!}
  6. Click the red X to close the dialog, and choose Yes to save your changes

Assigning the Save Template to a Junxure Merge Form

  1. Open the merge form template for editing in Word (you want to edit the *template*, not the result of a mail merge).
    Note: I have no idea what the procedure is for editing a Junxure mail merge template - if someone wants to provide a step-by-step procedure, I'll add it
  2. In Word, click the Office button, Prepare, Properties
  3. Click the drop down arrow next to 'Document Properties' and click Advanced Properties
  4. Switch to the Custom tab
  5. In the Name field, type "WD_SAVETEMPLATE"
  6. In the Value field, type the exact name of the save template you created
  7. Click the Add button
  8. Click the OK button
  9. Save the Word template
  10. Perform a test mail merge and confirm that the Worldox Save As dialog appears pre-populated per the template you created

 

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