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Updating GoldMine Templates
If you change a GoldMine template document, you must also update the GoldMine form
record for the template.
A form record contains a list of all the merge fields that are in the template, so that Gold-
Mine can export a dBase file containing the correct fields for merging purposes.
If a document is changed and the form record is not updated, fax merge may not work
correctly because the exported file may or may not contain the necessary fields that are
required for the merge.
There are several ways to update the form record corresponding to the template.
Updating Templates from within MS Word
1.
From within Word, open the template.
2.
Make the changes: adding and/or deleting GoldMine fields as necessary.
3.
From the File menu, select Update GoldMine
This will update the form record automatically and save the changes to the template.
Updating Templates from within GoldMine
1.
From the GoldMine File menu, select Merge Forms... to bring up the Merge
Forms dialog.
2.
Select the template that needs to be updated and then click on the Properties
button to bring up the Form Template Properties dialog.
3.
Click on the Edit button. This will launch Word with the template for editing.
4.
Make the changes: adding and/or deleting GoldMine fields as necessary.
5.
From the File menu, select Update GoldMine Template.... This will update the
form record automatically and save the changes to the template.
FaxPress User Guide
User Guide > Updating GoldMine Templates
Template....
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