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Creating A Template Group

  1. From the Template GroupsGroups list, select a location for the new template group. A shadow will appear around the list to indicate it is selected.
  2. Click New. The Add New MME Document Groupconfirmation prompt will appear.
  3. Click Yesto add a new group as a child of the current group. The MME Document Group dialog will be displayed.
    OR
    Click No to add a new group at the same level as the current section. The MME Document Group dialog will be displayed.
  4. The MME Document Groupdialog will be displayed.
  5. Enter the details.
  6. Click OK. The dialog will close and a new document group will be created.

 Adding A Communication Template

  1. From the Template GroupsGroups list, select the document group to which the mail merge document will belong.
  2. Click the Communication Templates A shadow will appear around the list to indicate it is selected.
  3. Click New. The Communication Templatedialog will be displayed.
  4. On the General tab, enter the Name, Reference and select the required Region/Division.
  5. Setup of the Mail Merge, Email and SMS tabs will be detailed below separately:

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