The Word Templates tool allows you to create Microsoft Word documents that automatically pull in information stored in ISP. By setting up templates with merge fields, you can quickly generate professional documents without needing to retype client or entity details.
Make sure the Word Templates integration is already installed in your database (Under the Integrations menu, select Add/Remove Integrations).
Creating a Word Template
- Navigate to the Tools > Word Templates section in ISP.
- Select Create at the bottom of the page to create a custom Word template.
- Insert merge fields ( e.g., Name, Address, Contact information) wherever you want ISP data to appear.
- Save Word template.
You can also upload a pre-existing template in .doc or .docx format, by clicking the Upload button at the bottom of the screen. The resulting dialog will ask you to name the template and select the file for upload. Click Upload to complete the process.
Please note that uploaded templates cannot be edited from inside ISP. You can make changes by deleting the imported template and re-uploading to replace the previous upload.
Generating a Word Document
- Open an entity record.
- Select Quick Communications.
- Choose Generate Word Document and select your saved template.
- Select Merge Mail
- ISP will automatically fill in the merge fields with the entity’s information.
- The completed Word document will download to the desktop.
