Templates

[DPS]

I would like to create a general document/template, and be able to populate
information such as name, address, company name, etc... from BCM into the
template. Is there a way to do that?

 

[Bill]

You can do this using the mail merge function (assuming you also use Word). I
have a post outlining the details on my blog -
http://blog.rebarbusinessbuilders.com/rebar/2007/11/how-to-start-yo.html

HTH,
bb