Easily Insert Fileds into the Collection Letters Template

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A step-by-step instructions on the way to Insert Fileds into the Collection Letters Template

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How to Insert Fileds into the Collection Letters Template

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here on the collection letters templates page youre given five default templates you have everything from the current 30 60 90 and 120 days over here you can see the last day that they were modified and then of course we have our actions so we click on the actions you can create new that would be how you would upload your own collection letter template you can edit some delete download which is how you would download one of these to be able to use it as a template and make changes that you see fit and then you have the option to download them all if you wanted to similar to the statements if you create your own youre basically putting a backup here so youre keeping one that you like here in EPS in the system so that if you travel or anything like that or you use a different computer and you come to your TPS he will always have that template available to you to download you can also replace the ones that are here with what you want so that they can be used in the print send batch too

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How do I create a custom field in a Word template?

Inserting custom document property fields Click the Insert tab in the Ribbon and then click Quick Parts in the Text group. Select Field. In the list of Field names on the left, select DocProperty. Under Field properties, select a property name. To view the codes for a field in the Field box, click Field Codes.

How do you set up a collection letter sequence?

Go to Credit and collections Setup Set up collection letter sequence. Click New. In the Collection letter sequence field, enter a sequence ID that will represent the sequence. It will be used when you set up a posting profile.

How do I insert a mail merge field in a Word template?

Add individual merge fields Click or tap where you want the merge field. Choose the down-arrow under Insert Merge Field, and select a field. If you dont see your field name in the list, choose Insert Merge Field. Choose Database Fields to see the list of fields that are in your data source. Choose Insert.

How do you insert a field in a letter?

Inserting built-in fields Navigate to the location in the Word document where you want to insert a field. Click the Insert tab in the Ribbon and then click Quick Parts in the Text group. Select Field. In the list of Field names, select a field. Under Field properties, select any properties or options you want.

How do I add a name field to a mail merge in Word?

Add name, address, and other fields in your database through Merge Fields. Go to Mailings Insert Merge Field and select the field you want to add. Continue adding fields until youve added all the information you want on your letter. Choose OK.

Where is the insert merge field option available?

Inserting a new merge field Open the document you want to edit and go to the Insert tab. Open the Quick Parts menu and select Field. The Field dialog window will open. In the field dialog menu, choose Merge field from the list on the left side.

How do I insert a merge field in a Word template?

Adding Simple Merge Fields Open a Microsoft Word document. Click where you want to place a merge field. In the Insert tab, click Quick Parts and then Field. Under Categories, select (All). Under Field names, select MergeField. Type the name of the merge field under Field name. Click OK.

How do I merge Excel data into a Word template?

How to mail merge from Excel to Word Create a Word document. Choose what kind of merge you want to run. Select the recipients. Connect Excel spreadsheet and Word document. Refine the recipient list. Add Address Block and Greeting Line. Insert merge fields. Preview the results.

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