Sharing, Deleting Mail Merge Templates

Follow these steps to copy, delete, or make your mail merge templates public/private.

Each of these steps starts with this first step: Go to Miscellaneous > My Report Parameter Templates. 

To Share Your Template

1. Select the template you'd like to share and click Copy. Your template will be copied with the exact parameters as before and will now include "Copy" and the number of the copy. For example, WSP Fund 2020-2021 TY June 2021 Copy01, WSP Fund 2020-2021 TY June 2021 Copy02, etc.
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2. You will be taken to a new screen where you will select the New User and if need be you can give the template a new title. When you're done Click Copy.
   
3. Now the new user will have access to the template. 

To Delete your Template

1. Select the template you'd like to remove and click Delete. Click Ok to confirm your delete and you are done!
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