Document Templates

Document Templates can either be created from scratch, or uploaded into Nimbus as a Word document.

Word documents will require your business logo to be included in the document header, and and footer content stored in the document footer, prior to uploading to the Nimbus Document template area.

Mail merge fields can either be added prior to a file being uploaded as a template, or afterwards.

Templates are then used to create documents for either Clients or the Business.

• Applying Custom Field values to a Document Template
• Applying Key Words to a Document Template
• Create a Document Custom Field
• Format the Date field
• Protecting your Templates
• Database Mail Merge Fields
• Use Merge fields in Upper Case