How To Delete Microsoft Template

Templates - Creating and Deleting Templates

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Overview

In addition to using SmartOffice's pre-fabricated templates for utilize in correspondence, users can create their own course letter, envelope, header/footer, label and signature templates and save them in SmartOffice.

Creating a Template

Form Alphabetic character Template

Tip: If y'all use the plug-in correspondence method (meet User Preferences - Correspondence Options), you can also start the template cosmos process directly from Microsoft Word. Learn more.

Practice i of the following:
- From the SmartOffice side carte du jour, select Setup > Template Administration to open the Search Templates dialog box, and and so click the New button.
- Point to the Correspondence button in the Custom Push button Bar, and then select Launch Template Creation from the menu that appears.
The Create Template dialog box opens.
Under Pace 1, select the Alphabetic character Template option.
Under Step two, select one of the following options:
- Start from Scratch: If you take selected a default alphabetic character template in User Preferences - Correspondence Options, a new letter based on that template opens. You lot can then edit the text and fields every bit needed. If you have no default template specified, a bare certificate opens.
- From a location outside of SmartOffice: This option lets you select and import a local document to use as the ground for the template. This tin can be useful, for example, if you created or downloaded a form letter template exterior of SmartOffice.
- Based on existing SmartOffice Template: This option lets you lot select an existing template in SmartOffice, make changes to that template and then relieve it as a new template.
Click the Create button.
If your browser asks for permission to open the SOProLauncher app, select Open SOProLauncher.
If prompted to download an .sopro configuration file, save and open up the file. Also, if prompted, sign in to the Microsoft Plug-in for SmartOffice (this commonly happens automatically).
Depending on your selection in the Step 2 section of the Create Template dialog box, you lot may be asked to select the local file or existing SmartOffice template you lot desire to base the new template on. Follow the instructions to select the file or template.
When your word processor opens, compose the form letter. Add merge codes and headers/footers every bit needed. For help:

For Microsoft Give-and-take, larn how to add merge codes or add headers/footers.
For Ebix Editor, come across the Ebix Editor assist topic for assist with adding merge codes and headers/footers.

When finished, click the Save & Shut or Save Every bit button in the SmartOffice tab of your word processor.
When the Save Template dialog box opens, enter a template proper noun (required) and any other information applicable to this grade letter. Note:

For data about the options in this dialog box, see Creating and Editing Letter Templates if y'all are using Microsoft Word or Ebix Editor if you lot are using that word processor.
Selecting the Solicitation option sends the template to the home office for compliance review. The template will not be available for creating correspondence until the template is accepted. For more information, see Templates - Alphabetic character Compliance.

Click the Salvage push.

The new course letter is bachelor for use with the Correspondence feature of SmartOffice.

Envelope Template

Watch the Fast Class: Printing Envelopes

Do i of the post-obit:
- From the SmartOffice side carte, select Setup > Template Assistants to open the Search Templates dialog box, and and so click the New button.
- Indicate to the Correspondence button in the Custom Button Bar, and then select Launch Template Creation from the carte du jour that appears.
The Create Template dialog box opens.
Under Step ane, select the Envelope option.
Under Stride 2, select ane of the following options:
- Commencement from Scratch: This option opens a bare document.
- From a location outside of SmartOffice: This option enables you to select and import a local certificate to use equally the basis for the template. This can exist useful, for example, if you created or downloaded an envelope template outside of SmartOffice.
- Based on existing SmartOffice Template: This pick enables you to select an existing envelope template in SmartOffice, make changes to that template and then salvage information technology as a new template.
Click the Create button.
If your browser asks for permission to open the SOProLauncher app, select Open SOProLauncher.
If prompted to download an .sopro configuration file, save and open the file. Besides, if prompted, sign in to the Microsoft Plug-in for SmartOffice (this normally happens automatically).
Depending on your selection in the Step ii section of the Create Template dialog box, you may be asked to select the local file or existing SmartOffice template y'all want to base of operations the new template on. Follow the instructions to select the file or template.
When the word processor opens, check the document'south page dimensions. If the dimensions are not appropriate for an envelope, change the orientation (landscape), paper size, margins and other settings:
1. Click the Page Layout tab.
2. Click the Margins button. If using MS Word, select Custom Margins from the menu that opens.
3. Enter the advisable margin settings, an then click the OK button.
Compose the envelope using text and merge codes and and then salve the template, as described in the Creating a Form Alphabetic character Template section.

The new envelope is bachelor for use with the Correspondence feature of SmartOffice.

Header/Footer Template

Headers and footers can exist used to insert logos, contact information and other boilerplate data into correspondence. For maximum flexibility, it is recommended that users create split up templates for headers and footers.

Do 1 of the following:
- From the SmartOffice side menu, select Setup > Template Administration to open the Search Templates dialog box, and then click the New push button.
- Betoken to the Correspondence button in the Custom Button Bar, and then select Launch Template Creation from the menu that appears.
The Create Template dialog box opens.
Under Step ane, select the Header/Footer option.
Under Step ii, select one of the following options:
- Start from Scratch: This choice opens a blank document.
- From a location outside of SmartOffice: This option enables you lot to select and import a local document to use as the ground for the template. This tin can be useful, for example, if you created or downloaded a header or footer template outside of SmartOffice.
- Based on existing SmartOffice Template: This option enables you to select an existing header or footer template in SmartOffice, make changes to that template and and so save it as a new template.
Click the Create push.
If your browser asks for permission to open the SOProLauncher app, select Open SOProLauncher.
If prompted to download an .sopro configuration file, save and open the file. Besides, if prompted, sign in to the Microsoft Plug-in for SmartOffice (this normally happens automatically).
Depending on your selection in the Step 2 section of the Create Template dialog box, you may be asked to select the local file or existing SmartOffice template you want to base of operations the new template on. Follow the instructions to select the file or template.
When the give-and-take processor opens, display the document's headers and footers:
1. Click the Insert tab.
2. Click the Header or Footer button, and and then select Edit Header or Edit Footer from the bill of fare that opens.
3. If using MS Word, enter the appropriate settings, and and so click the OK button.
Insert text and/or images in the header or footer.
Relieve the template, as described in the Creating a Form Letter Template department.

The new header or footer is available for employ with the Correspondence feature of SmartOffice.

Label Template

Sentry the Fast Course: Customizing Labels

Lookout man the Preparation Class: Printing Labels

Practise one of the post-obit:
- From the SmartOffice side menu, select Setup > Template Assistants to open up the Search Templates dialog box, so click the New button.
- Bespeak to the Correspondence push button in the Custom Button Bar, and and then select Launch Template Creation from the menu that appears.
The Create Template dialog box opens.
Under Step ane, select the Label option.
Under Pace 2, select one of the following options:
- Get-go from Scratch: This choice opens a blank document.
- From a location outside of SmartOffice: This option enables you to select and import a local document to apply as the basis for the template. This tin can be useful, for case, if your created or downloaded a label template exterior of SmartOffice.
- Based on existing SmartOffice Template: This option enables yous to select an existing header or footer template in SmartOffice, make changes to that template and so save it every bit a new template.
Click the Create button.
If your browser asks for permission to open up the SOProLauncher app, select Open SOProLauncher.
If prompted to download an .sopro configuration file, relieve and open the file. Also, if prompted, sign in to the Microsoft Plug-in for SmartOffice (this normally happens automatically).
Depending on your option in the Stride ii section of the Create Template dialog box, you may be asked to select the local file or existing SmartOffice template you want to base of operations the new template on. Follow the instructions to select the file or template.
When the word processor opens, bank check the document's folio dimensions. If the dimensions are not appropriate for a label, change the orientation (landscape), paper size, margins and other settings:
1. Click the Folio Layout tab.
2. Click the Margins button. If using MS Give-and-take, select Custom Margins from the menu that opens.
3. Enter the appropriate margin settings, an and then click the OK button.
Compose the label using text and merge codes.
Save the template, as described in the Creating a Course Letter of the alphabet Template department.

The new envelope is available for use with the Correspondence feature of SmartOffice.

Signature Template

Signature templates are used for e-mail correspondence sent from SmartOffice using the browser-based correspondence method only (see User Preferences - Correspondence Options).

Practice 1 of the following:
- From the SmartOffice side menu, select Setup > Template Administration to open the Search Templates dialog box, and so click the New button.
- Point to the Correspondence button in the Custom Button Bar, and then select Launch Template Cosmos from the menu that appears.
The Create Template dialog box opens.
Under Step 1, select the Signature option.
Under Step 2, select one of the following options:
- Start from Scratch: This option opens a blank document.
- From a location outside of SmartOffice: This option enables yous to select and import a local document to use as the basis for the template. This can exist useful, for example, if your created or downloaded a characterization template outside of SmartOffice.
- Based on existing SmartOffice Template: This option enables you to select an existing header or footer template in SmartOffice, brand changes to that template so salvage it equally a new template.
Click the Create push.
If your browser asks for permission to open up the SOProLauncher app, select Open SOProLauncher.
If prompted to download an .sopro configuration file, save and open the file. Too, if prompted, sign in to the Microsoft Plug-in for SmartOffice (this ordinarily happens automatically).
Depending on your selection in the Step 2 section of the Create Template dialog box, yous may be asked to select the local file or existing SmartOffice template y'all desire to base the new template on. Follow the instructions to select the file or template.
When the word processor opens, compose the signature.
Save the template, every bit described in the Creating a Form Letter Template section.

Deleting a Template

Conduct a template search to display the Template List.
Tag a template in the list.
Select Bill of fare > Delete 'Template Assistants' record.