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In this Dear Systems tutorial, viewers will learn how to edit document and email templates using Microsoft Word. With basic Word and mail merge skills, users can customize existing templates to fit their business needs. Access to templates is found in the settings module under "Documents and Email Templates," categorized into five sections: purchase, sale, inventory, pause, and production. Users can create a new template by selecting the blank template option or modify an existing one. By selecting a template, users can download it for editing and reset it to the original format if needed. Finally, selecting the appropriate template type is essential for successful customization.