Network path to templates for Automation mailmerge feature

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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.

  1. Go to Location Setup > General tab

  2. Group: Automation

    1. Network path to templates for Automation mailmerge feature:
      mceclip0.png

      1. Example: \\server\Data\SharedData\Template\AutoTemplate

Consult an IT Technician or our Support department if assistance is required.

 

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