Tutorial: How to Create Document Templates in wMobile Desktop

by Lynn Catterson on January 14, 2015

wMobile Desktop offers lots of features and functionalities that can reduce time and increase your daily productivity. By creating a few different document templates you won't have to start from scratch and keep repeating the same actions. Learn how to create a document template in wMobile Desktop in the following tutorial.  

 

Select Documents from the toolbar.

 

Select the icon to create a New document template as highlighted in yellow. Or select File and New Template as highlighted in green.


Create the letter template. A date can be inserted from the Insert menu. Select the date format of your preference.

 

GoldMine fields can be inserted, such as the Name, Title and Address.

 

When the letter is completed, select Save Template from the File menu.

 

Give the template a descriptive name and click OK.

 

It will then appear on the list of templates.

 

It will also be available for selection when you select Merge Document to create a letter.

 

See the topic on Document Merging in wMobile Desktop for further information on using templates once they are created.

 


Let us know if you have any questions about creating document templates in wMobile Desktop or any other general questions about wMobile by reaching out to our team here. Have a suggestion for a blog post or a question you would like to see us answer? Let us know.

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PRODUCT: wMobile

AUDIENCE: End Users

Lynn Catterson
Application Specialist at UpCurve Cloud
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