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Editing Templates

You can edit any of the mail merge fields in MS Word. For easy e-mailing, include a valid e-mail mail merge field on the template.

Often you do not want to display the e-mail address on the sent document. You can prevent this by hiding the field.

2. Toggle over to MS Word and highlight the e-mail field.
3. From the Menu Bar click on Format and then Font.
4. On the Font dialog box, check off the Hidden checkbox option. This will hide the e-mail address but mindSCOPE will still be able to use it for bulk e-mail.

Note: This technique will work for fax numbers too.

For more information on how to edit a mail merge field look up "mail merge" in MS Word's Help.

Template Record Selection

Template Document Type

Templates Destination

Template Output Settings

There are two options in your Output Settings.

If you are e-mailing or faxing a document which has the fax number or e-mail address as one of its fields you can export this field to the template, and the template will automatically fax or e-mail the document to the appropriate place.
1. Click an in the Get Fax Numbers/E-mail Addresses from Template Form Field checkbox. Once this is enabled the sub-field is activated too.

2. Click on and CAND_MASTxxFAX or CAND_MASTxxEMAIL will automatically appear in the field.

If only one record has been selected then the Current Record button will be pressed. If more than one record has been selected in the module then Selected Record will be pressed. Your output can be one of the following:

Once you have created the form you can e-mail, fax, or print it (your computer considers faxing as a printing capability).

In addition, you have the ability to embed a watermarked image into the document. By default, this feature is turned off.

4. To enable watermark security click an in the Watermark and secure the output document field. This will enable the Browse button beside the Select a Watermark graphic field.

5. Once you click an in the Watermark and secure the output document field. The Select a watermark graphic field below will be enabled.

6. To add the graphic (e.g. your company's logo) that mindSCOPE will embed in the document's background click on Watermark Security. Your watermark will now be embedded within your output document.

3. To insert a watermark click on

7. Click on and select your graphic.

8. Once you have selected your graphic click

Your output settings are based on the Document Type you selected