Templates, New

To create a new template starting from the Durell Main Menu…

• Click “People”
• Click the green “W” button on the toolbar (top right of the screen)
• Click “New doc” button
• Select “Letter” from the “Template” drop-down, as shown below

• Ensure the “Data field set” drop-down is set to “Standard”
• Ensure the “Include client policy details” tick-box is clear
• Click and thereby clear the tick-box “Tick for normal document, clear to create new template”
• Click “OK”

This should load Word, where you can edit the Letter template to create a new version, as follows…

• The address will appear as a series of data fields, such as <<Address1_Line1>>
• To see what the address will look like, click Word’s “<<ABC>>” button
• To change the margins, click “File / Page Set-up” and change as required
• To change the font, click “Edit / Select all”, then “Format / Font”, etc
• To add text, click where you wish to start and then start typing
• To add a date that sets itself automatically see “Templates, Adding A Date”
• To add extra Durell data fields see “Templates, Inserting a Durell Data Field”

When you have finished your new template, save it as follows…

• Ensure all data fields appear like <<Address1_Line1>> by clicking <<ABC>>> button
• Click “File”
• Click “Save”
• Select “Document Template” from the “Save as type” drop-down (bottom left), then…
• Select your data drive (typically F:) from the “Save in” drop-down (top left), then…
• Double-click your Durell data folder (typically called Imw-Data), then…
• Double-click your Durell Template folder (always called Template), then…
• Enter the name of your new template in the “File name” field (e.g. “New services”), then…
• Click the “Save” button
• Click “File”
• Click “Exit”
• Click “No” in response to prompt to link the new template to a Durell client

Now to use the template for the first time…

• Click the green “W” button on the toolbar (top right of the screen)
• Click “New doc” button
• Select the template (e.g. “New services”) via the Template “Select” button
• Ensure the “Data field set” drop-down is set to “Standard”
• Ensure there is a tick in tick-box “Tick for normal document, clear to create new template”
• Click “OK”, which will load Word with your letter

See also “Templates, Naming”.