NOTE: The steps involved in creating templates using the CPR+ Word Boiler Plate feature in Word® 2007 is different than in earlier versions of MS Word. Also note that any templates created in Word 2007 (which defaults to the .DOTX extension) is not compatible with earlier versions of MS Word. If a user has an earlier version of MS Word, any .DOTX templates, previously created by someone using the new version, will NOT show up in the Templates list.
After you've named your template in CPR+, the MS Word 2007 application opens. Just above the Word Ribbon are a series of tabs. Click the Mailings tab to reveal the mailing features in the Ribbon. Next, double-click the Insert Merge Field button. This will open the Insert Merge Field screen.
MS Word 2007 Merge Feature
Click the Database Fields radio button. Select the fields by double-clicking the field name to add it to the template. Continue adding fields until all of the information that you want is in this template. When you are finished, click the Close button.
With the fields in the document, you can begin formatting your letter as needed. When you have completed your letter, click the Save icon to save this template. Remember, this template is saved in the .DOTX format and can not be used with earlier versions of Word.