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Making Templates - Template Creation Basics 4: Final Steps

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Jay Chauhan
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For administrators. Video of the final steps in making a template.

This video shows the final steps in making a template:

  • Upload DOCX with inserted merge fields <= See the note below the video
  • Save
  • Preview
  • Publish
  • Enable in project/s

NOTE: The video is slightly outdated because the place to upload a file is now under "Advanced Settings", shown below.

mceclip0.png
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