Master style templates allow users to use the standard HowNow merge documents but display and print them in the firm’s preferred format rather than the HowNow default format.
Note: Master Style Templates can be attached directly to a document.
To create a master style template:
- Either create a new document template via right-click > New > New Word Template or drag and drop an existing Word template containing your firm’s letterhead style into HowNow. Set the Document Type to Templates > Master Style and set the edition to Current status.
- Edit the template and change the page layout, fonts and styles to suit your firm’s preferences.
- Create a bookmark called HowNowMasterBody where the body of the merge document is to be inserted.
- Create a bookmark called HowNowMasterEnclosure where the enclosure section of the merge document is to be inserted.
- Save the document.
This master style document will now be available for selection when a new merge document is created.