Another way to generate a Word Template is to generate it while being in any of the entity records. Let's look at how a template can be generated for an account, as follows:
- While on the ACCOUNT record form, click on ... | Word Templates | Create Word Template:
The following screenshot illustrates how you can select the Word Template option:
Doing this will display a screen, upon which you can select the relationships that should be included in the template.
Another way to generate the Word Template ...
