OfficeLink Templates for Personalized Letters

When you create personalized letters using OfficeLink, you must choose a template for the letter you're creating, for the selected customers.

The OfficeLink templates are specially designed to work with your AccountEdge data and your word processing software to create personalized letters.

Special entries – known as field codes – have been inserted in these templates to ensure your data appears in the proper places in your letters. These field codes are similar to, but are not the same as, the typical mail-merge field codes that you normally work with in Microsoft Word. Because of this, you should not make changes to any of the field codes in your OfficeLink templates. Also, if you plan to change your templates, be sure to first learn about how your word processing program works with templates.

OfficeLink templates for personalized letters are located in the Letters folder, which is inside the folder where AccountEdge software is installed. Letters with the extension .dot are Microsoft Word templates. You should make backups of the existing templates before you begin making changes. Just copy the current templates into a new folder to make your backup.

In every template, each OfficeLink field code is formatted as text surrounded by double brackets, like this:

[[Name]]

If you intend to manually add or change any OfficeLink field codes, be sure to enclose the code text in double brackets.

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. Our Customer Care Team will not be able to assist you with changing templates.