Find Mail Merge Template Dialog Box

To find an existing template, do the following:

1. The Begins With radio button is selected by default. Type the beginning (at least 4 characters) of the template name and click Go.

or

2. Select the Contains radio button and type some part of the template name (at least four characters) and click Go.

3. You can also type the first few letters of the template name in the Jump to record name: box to find the desired template in a long list.

4. Click on the name of the template and click OK. You are returned to the Create Mail Merge dialog box.

To create and edit a new template from the Morningstar default template, click New. The template opens in a new window.