When creating E-mail and Letter templates, the the Path to the templates folder needs to be specified.
This is usually in a shared folder on the server.
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Go to Location Setup > General tab
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Group: Automation
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Network path to templates for Automation mailmerge feature:
- Example: \\server\Data\SharedData\Template\AutoTemplate
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Consult an IT Technician or our Support department if assistance is required.
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