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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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SMS Tab (Setting up an SMS Template)

1. Click on the Email SMS
2. Under the General heading:
   • Toggle the SMS? field to Yes.
   • In the Body section, type the contents of the SMS template.
   • If you want to add Framework fields to the SMS (e.g. Job Number and Land Address), click on the “Insert Field” button to launch the “Select RMS Field Code” dialog.
   • Click on the required folder in the “Groups” section and then select the required field from below in the “Field Codes” section by double clicking the field or highlighting and clicking OK to save.
3. The Destination heading will be used for the DMS product, however this functionality is not currently available.
   
4. Click OK to close the Communication template.