Templates / Documents
Change the Email Account Word Uses for Mail Merges
To change the email account Word uses to send Mail Merges from in a Word document, you will have to make the email account you wish to send from temporarily the default in a couple of locations, before reverting to your usual default account. Firstly ...
Save a Document to a Client Record
This guide will show you how to save a document to a client record. Begin by visiting the client record you wish to save the document to. Once there, click on the ‘Document Viewer’ button, then on “Find” In the new window that appears, ...
Summing Merge Fields
From within your Word Template, press CTRL and F9, to input an expression field Input your first merge field… (…you can right click and select “Toggle Field Codes” to see the merge field title…) Insert your second merge field, after the first one but ...
Moving a Saved Document
Open the Document Viewer within the client or policy, which contains the document you wish to move Locate the document you wish to move, highlight it and click on “Move” In the new window that appears, select the location you wish to move it to and ...
Change Default Viewer
Once you are logged into the server, use the “Start” button and search for “Default Programs” In the new window that appears, click on “Associate a file type or protocol with a program” Find the named “.pdf” and click on “Change Program” ...
Adding Custom Fees to Templates
It is possible to add Custom Fee fields to Templates within Durell. Begin the process by adding the “Reason” and “Charge” data fields to your existing data field set, from the “Policy – Charges” section: When you next run the template you wish to add ...
Editing Templates
Start from within a record of an address set you wish to run your template from. Locate the template you wish to edit by clicking on the Document Viewer button, then “New” and then “Document” Click on the “Select” button, find your existing template ...