Preparing a document template

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Preparing a document template

Note: To easily create a letter, you don't necessarily have to create your own document templates. Numerous document templates with letterheads and flyers are already supplied with TextMaker. See Using document templates to learn how you can try them out immediately.

To create a new document template for the insertion of individual addresses, proceed as follows:

1.Choose the ribbon command File | New file_new_icon and select the Normal.tmvx template in the dialog box to start a new text.
2.Fill the document with the desired text – for example, prepare a letterhead, a fax form, etc.
3.Choose the ribbon command Mailings | Select database | Use existing database db_use_existing_icon to assign the desired database to this document – for example, the supplied address database addressbook.sqlite.
4.Choose the ribbon command Mailings | Merge field db_merge_field_icon at the desired points in the text in order to insert Database fields from the assigned database there. For more information, see also Inserting database fields.
5.Choose the ribbon command File | Save as.
6.Select the entry Template from the dropdown list Save as type.
7.TextMaker switches automatically to the folder for document templates.
Android/iOS: This step is not supported here. Navigate manually to the folder "SoftMaker/TextMaker NX templates".
8.Enter a name for the template under File name and confirm saving it.

In general, you must proceed as if you want to create a mail merge (but without entering the text of the letter), and then save the merge as a document template.

If you want to learn more about working with document templates, see the basic information in Document templates. To view an example, you can open one of the document templates supplied with the program.