Impact allows users to create documents based on templates designed using Microsoft Word. The templates can merge any information in a custom table and/or the parent contact records. These template are accessed using the "Documents" button on the top toolbar as shown here.


To create a new template follow these steps:

1. Click on the  button in the toolbar
2. Click on the NEW button at the bottom of the "Create Documents" form Shown below.
3. Enter a template name and click SAVE
4. When prompted you can open the template for editing.

1. Start the application by…
2. Parent-Child Tables…
3. Converting to PDF
4. Sending as Email

See also