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Templates and Stationery

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Administering templates and stationery for Word, Excel, PowerPoint and PDF documents

  • Setting up Document Templates and Stationery
  • Creating Templates for Word, Spreadsheet or Presentation
  • Creating Stationery for Word
  • Including Merge Fields in Word Templates and Stationery
  • Including Merge Names in Excel Templates
  • Including Merge Fields in Excel Templates
  • Including Advanced Tax-Related Merge Fields in Word and Excel Templates
  • Creating Templates for PDF
  • Known Issues with the new release of Document Templates
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