- Setting up document templates and stationery
- Creating templates for Word, spreadsheet, or presentation
- Creating stationery for Word
- Including Merge Fields in Word templates and stationery
- Including Merge Names in Excel templates
- Including Merge Fields in Excel templates
- Including advanced tax-related Merge Fields in Word and Excel templates
- Creating templates for PDF
- Known issues with the new release of document templates
Stay Up-To-Date
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Events
We host a range of product demos, training webinars, workshops and more.
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Service Status
Check for updates on the FYI Platform
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What's New
Round-up of new features, fixes, and other important announcements.