How Do I Create a New Template in Microsoft Word?

Intellect has very tight integration with Microsoft Word. One important reason to use a PC-based information manager like Intellect is to quickly generate professional letters, personalized for each contact. Intellect is capable of using the power of Microsoft Word (97 through Word 2007) to design, merge and print documents of your design to meet your specific needs.

Let's start with creating your first Word Template

  1. From the Main Screen of the program click the Word Icon on the toolbar and select NEW TEMPLATE. Word will open a new blank document. There will be however a new toolbar at the top of word. It's the mail merge toolbar.
  2. Locate the word merge toolbar. By default it should be immediately above the document window. As you know you can move your mouse along the toolbar icons to have it display tool tips locate the button for "Insert Merge Fields" In earlier versions of word this was very obvious and easy to find because it was a text button with a caption of " Insert Merge Fields" however, with both word xp and word 2003 they have opted to remove the text in favor of an icon only (I wonder why?)
  3. Click the Insert Merge Fields button and you will see a list of all of your Intellect fields. Double click on them to insert them into your document and continue to insert them as needed into your document. Intermingle these fields with your own words.

Keep in mind that you are responsible for all punctuation and spaces when you are creating this Template. For example, don't forget to type a space between the first name and last name fields, or you will get something like JohnSmith on your merged output.

When your Template is complete, you might have something that looks like this:

January 1, 2007

«FirstName» «LastName»
«PriCity», «PriState» «PriZipCode»

Dear «FirstName»,

It was indeed a pleasure to speak with you the other day.   I look forward to meeting you in person.   Until then, if there is anything that I can do to assist «Company» please don't hesitate to contact me at your convenience.



Michael Whittingham

After you have designed your new Template, be sure to Save it so that all your hard work in creating the Template is retained. Now that you have created a template, you should exit your word processor and return to Intellect 3 before you can merge to your template.


This help article applies to Intellect 3