Automate an Existing Document

With Time Matters, you can modify and existing document so that it becomes a Time Matters Merge Template. You can reuse a Merge Template to create finished documents for new clients or as a starting point for tailoring documents to their needs.

The .PDF file, TM Merge Template from Existing Document, shows you step-by-step how to automate a Microsoft Word document so that you can instantly merge client information into a Merge Template.