Document Management 12.7 How to Create a Mail Merge Document Template Jul/25/2006 How to create a document template in Microsoft Word so that you can pre-form a mail merge in Tradepoint is explained in this article. More Back to top 12.0 Introduction to Document Management Apr/10/2007 An introduction to Document Management functionality in Tradepoint is explained in this article. More Back to top 12.7.1 - Mail Merge Part 1 - Create a Mail Merge Document Template from Word 2007 May/25/2009 Create a Document Template for use with the Mail Merge Tool from Word 2007 with these steps. More Back to top 12.7.2 Mail Merge Part 2 - Using the Mail Merge Tool May/25/2009 Using the Mail Merge Tool to create Merged Documents within Tradepoint. Use options to track who receives the end document and to save the Merged Document. More Back to top Create a Document Jan/3/2010 Use teh Create a document with Tradepoint to create a document within a specific location in Tradepoint through the desktop based Office application located on the computer Tradepoint is being accessed on. More Back to top Create a Shortcut for a Document Jan/3/2010 Maintain a smaller database by creating a shortcut for an existing document already within Tradepoint. Click here to see how. More Back to top Document Revisions Jan/3/2010 Make revisions on existing documents inTradepoint from an external source using this feature. Click here and learn more. More Back to top Document Security Jan/3/2010 Manage document security using these options for internal document access and access to documents which may be shared with customers and contacts through a web site. More Back to top How to Have Tradepoint Keyword Index Microsoft Office 2010 Documents Jun/18/2010 By default Office 2010 does not come with the required software to allow documents to be properly indexed within Tradepoint. Use the attached download to ensure that your documents are indexed. More Back to top Import Upload a Document into Tradepoint Jan/3/2010 Upload an existing document from the hard drive af a computer into Tradepoint using this feature within Document Managment More Back to top 1 2 Loading…