Letter Writing Assistant in Dynamics GP – Creating Custom Word Templates

You may have used the standard Letter Writing Assistant templates that come out-of-the-box with Dynamics GP, that allow you to create Word documents from SmartList data.  There are actually some nice ones that I like to show when I demo GP.

But you can also modify the standard templates, and create your own.:

• To access the Letter Writing Assistant, navigate to:  Reports  >>  Letter Writing Assistant
• Select, “Customize the letters by adding…”
• Select the letter category that corresponds to the SmartList from which you want to pull data
• Select one of the four options available
• Select the document or action in the window:

• Word will then open, with a blank document or the existing document you identified
• Select the “Add-Ins” tab from the Word menu
• Move the cursor to the spot on the Word document, at which you want the added field to appear
• Select the field

• The selected field(s) will then be added to the Word document
• Save the Word document
• Cancel the Letter Writing Assistant

You’re now ready to use the Word template with SmartList.  The template will show up with the appropriate SmartList on the Word drop-down tab.

It’s easy to do.  Try it out.

I recorded a quick video that shows this in action.

The post Letter Writing Assistant in Dynamics GP – Creating Custom Word Templates appeared first on myGPcloud.