About document templates

A document template determines the basic structure for a document and contains settings such as fonts, page layout, special formatting, and styles. Templates can be used to create letters, labels, and other items in Customer Manager.

Customer Manager includes 57 templates that are added to the Templates folder in Microsoft Word. You can use these templates, other Word templates, or Microsoft Publisher templates.

Create a letter, envelope, or label with a template

1. On the Customer Manager Actions menu, point to New, and then click Letter or Envelope or Label.
2. Click Create a new, and then select the item you want.
3. Click Create.

   Word or Publisher will start. Choose a template from the Word Templates dialog box or from the Publisher Catalog.

4. Click OK.

Disclaimer for Microsoft Customer Manager templates

The example companies, organizations, products, people, and events depicted herein are fictitious. No association with any real company, organization, product, person, or event is intended or should be inferred.