Modfying an MS Word Template for OfficeLink

To modify a Microsoft Word template for use with AccountEdge's OfficeLink feature

• Start Microsoft Word.
• Choose Open from the File menu. The Open dialog box will appear.
• Using this dialog box, locate your AccountEdge software folder, then locate the Letters folder within. Display the contents of this folder.
• Choose All Files from the Files of Type field. All your OfficeLink letter templates will appear.
• Highlight the template you wish to modify, and click Open. The template you selected will open. If you're unsure about which template you want, see To choose a template for personalized letters (OfficeLink) for descriptions of OfficeLink letter templates.
• Choose Options from the Tools menu; the Options window will appear.
• Click the View tab. If the Field Codes option isn't marked, mark it, then click OK. When this option is marked, a number of hidden fields will appear in your template.
• Edit the template.
• Choose Save from the File menu.

Important note about changing templates

You must have extensive knowledge about Microsoft Word templates to use the information we've provided here. If you don't feel comfortable with this information, make a point of getting assistance from someone who is more knowledgeable about templates, such as a Certified Consultant.

AccountEdge fields that can be merged into OfficeLink

Only a specific number of fields are available for use in the OfficeLink templates.

Note: Make a backup of your templates before you make any changes. This can be done by simply copying the templates to a new folder before you begin making any changes.

The following fields can be merged into OfficeLink templates:

This list shows the AccountEdge field name, followed by where you can find the field in AccountEdge.

• [[Company]]

Company Name field in the Company Information window

• [[Cadd1]]

First line of the Address field in the Company Information window

• [[Cadd2]]

Second line of the Address field in the Company Information window

• [[Cadd3]]

Third line of the Address field in the Company Information window

• [[Cadd4]]

Fourth line of the Address field in the Company Information window

• [[CPhone]]

Phone Number field in the Company Information window

• [[Name]]

Company Name field in the Card Information window for companies; Last Name and First Name fields in the Card Information window for individuals

• [[Add1]]

First line of the Address 1 field in the Card Information window

• [[Add2]]

Second line of the Address 1 field in the Card Information window

• [[Add3]]

Third line of the Address 1 field in the Card Information window

• [[Add4]]

Fourth line of the Address 1 field in the Card Information window

• [[Add5]]

Fifth line of the Address 1 field in the Card Information window

• [[City1]]

The City field of the Address 1 field in the Card Information window

• [[State1]]

The state field of the Address 1 field in the Card Information window

• [[ZIP Code1]]

The ZIP code field of the Address 1 field of the Card Information window

• [[Sadd1]]

First line of the Address 2 field in the Card Information window (used for customers and vendors only)

• [[Sadd2]]

Second line of the Address 2 field in the Card Information window (used for customers and vendors only)

• [[Sadd3]]

Third line of the Address 2 field in the Card Information window (used for customers and vendors only)

• [[Sadd4]]

Fourth line of the Address 2 field in the Card Information window (used for customers and vendors only)

• [[Sadd5]]

Fifth line of the Address 2 field in the Card Information window (used for customers and vendors only)

• [[City2]]

The City field of the Address 2 field in the Card Information window (used for customers and vendors only)

• [[State2]]

The state field of the Address 2 field in the Card Information window (used for customers and vendors only)

• [[ZIP Code2]]

The ZIP code field of the Address 2 field in the Card Information window (used for customers and vendors only)

• [[Phone1]]

Phone #1 field in Address 1 in the Card Information window

• [[Phone2]]

Phone #2 field in Address 1 in the Card Information window

• [[Fax]]

Fax field in Address 1 in the Card Information window

• [[Salutation]]

Salutation field in Address 1 in the Card Information window

• [[Contact]]

Contact field in Address 1 in the Card Information window

• [[Balance]]

The balance, in currency, of customers' and vendors' accounts, as calculated by AccountEdge

• [[Overdue]]

The overdue balance, in currency, of customers and vendors, as calculated by AccountEdge