To prevent issues with control fields, do the following: Only add fields as Plain Text or Picture When you add a content control field, Word sees it as a new sentence and will capitalize it when focus shifts away from the field. By default, Microsoft Word AutoCorrect capitalizes sentences. These changes can occur through AutoCorrect as well as user edits. You make a textual change, such as changing the capitalization or adding text, to a content control.You insert a content control other than Picture or Plain Text.
Only select relationships you need to add data to the Word template.Ī few things can cause Word to freeze, requiring you to use Task Manager to stop Word: The relationships you select on this screen determine what entities and fields are available later when you define the Word template. A marketing list can have multiple accounts. RelationshipĪ lead, account, or contact can have multiple accounts.Īn account can have multiple marketing lists. Here are some example relationships for the Account entity. For admin content, see: Entity relationships overview. Your administrator or customizer can provide information about entity relationships. This screen requires an understanding of your customer engagement apps data structure. What are 1:N, N:1, and N:N relationships? To update templates, delete the template and then upload an updated version of that template.Īfter clicking Create Word Template, select an entity to filter with, and then click Word Template > Select Entity. Select the personal document template to delete and then click Delete ( ).For Look for, select Personal Document Templates.Hope you try this and it works for what you need.To delete personal document templates, do the following: If several users in your company have to insert the logo, they'll want to open a document with the background as you want it, and save to their own QuickParts. I use the "Category" to bump up my most frequently used headers to the top alphabetically (thus the 1A-Letterhead). You can choose to save within your Normal template or in a separate Building Blocks one. That way every time I insert it (in my case, I insert as a Header - it still covers the whole page and is centered) it comes in without my having to adjust anything.Ī couple of screen shots below to help illustrate where those features are if you're not familiar. In my case, a letterhead background or a report cover background, sized 8.5 x 11 inches, centered on page both horizontally and vertically, wrapping on Behind Text, etc. and saving it there? If you do, it should save the image exactly as you've just set it in the document. May I suggest that you first, either take a picture you have successfully sized for your background, or that you first manually insert one, size and arrange exactly as you wish, then while having it selected, go to Insert / Quick Parts / Save Selection to Quick Part Gallery. How are you inserting the picture? Insert / Picture / ?
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