Creating Microsoft Word Communications Using a Template

Microsoft Word templates are used to create communications where most of the information is standard. This may include text which appears in all communications created from the template, as well as variables which are populated with data.

During the creation of an Microsoft Word communication, data is retrieved to populate the variables in the template, e.g., the actual correspondent name and address is retrieved for these variables. Unlike pro forma communications, all standard text, including the data, can be changed by a business user, as long as the communication is still in draft form. Once an Microsoft Word communication is marked as sent, changes can no longer be made.