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#1
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How do I share my mail merge templates with other users?
I'm trying to share Word templates with other users on my system, but only I
can see my documents, and other users who've tried can only see their own documents. We're trying to create templates to use in CRM, but can find no help in either CRM or Word. Any ideas appreciated... thanks |
#2
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It depends on whether they are "proper" Word templates (.dot) or just .doc
files. If you look at Word Tools|Options|File locations you will see that you can set the location for /workgroup templates/ - those templates should be displayed along with any templates in the /User templates/ location, when you do File|new, and then click Templates|On my computer. So what you would typically need to do is a. create a folder (and perhaps subfolders) in a place which can be accessed by all your users, and apply suitable permissions b. copy any shared templates there c. ensure that each user's /workgroup templates/ folder is set to be that folder I can't currently help on any CRM aspects (e.g. if CRM makes its own demands). Peter Jamieson "IsoChick" wrote in message ... I'm trying to share Word templates with other users on my system, but only I can see my documents, and other users who've tried can only see their own documents. We're trying to create templates to use in CRM, but can find no help in either CRM or Word. Any ideas appreciated... thanks |
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