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  1. From the Template Groups 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.
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  5. Setup of the Mail Merge, Email and SMS tabs will be detailed below separately:

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