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If you have a group of documents that have different entries but these entries are in the same fields you can create a template for these documents. A template is a tool used to standardize a document's layout, link documents with similar fields together, and even generate one or several documents created with the common fields in the original documents. If you create a template for Name, Address, and Phone Number fields then the template can extract the name, address, and phone number from one or several selected documents.

1. Open up the module where you will be exporting the information from (i.e. Candidate, Client, or the Job Order Module) if it is not already open. You must have at least one record from the module (e.g. a candidate) selected as well.

2. To select a single record highlight your selection on the left portion of your module's screen so that the record's details appear on the right. To select multiple records click a checkmark beside each candidate/client/job order that you want to include.

3. Click on to open the template dialogue box.

You can follow the steps outlined here, or you can also follow along the Forms Assistant as it leads you through the steps.

Opening Templates

This will pop up the Open Form/Form Letter Template dialogue box. By default, it will only display template (.dot) files. Once you have clicked on the file in the path you are looking for click on Open.

1. Click on the Open button.

Note: If you do not have any templates then you must download them.

Downloading Templates

1. To download the template forms click on box. This will pop up the template selection

If you do not have any template you can download them from our web site. You can also update your existing list of templates the same way.

Note: You can only download one template at a time.

2. Double-click on the template of your choice. mindSCOPE will then connect to the web site and download the file.

If the template file already exists mindSCOPE will pop up this warning.

Note: If you have previously edited the template and want to both keep this version and download the default, updated version from the web then give your edited version a unique name.

When finished mindSCOPE will display a message.

If you have downloaded just one template mindSCOPE will automatically open it for you.

3. Click on if you want to overwrite your existing file with the one from the web site.

4. Click on to continue.