Merge your Letterhead and Content Templates

Now that you have your letterhead and content templates created, you can merge the two to create a complete document with placeholders.

  • Step 1 – Create your letterhead by creating a new word document.
    • Instead of selecting a blank document, select the “Shared” tab and then pick from your available letterhead templates.
  • Step 2 – Select Insert Template from the Symbioshare icons in the Home Tab of Microsoft Word.
  • Step 3 – Your “Document Templates” library will open.  Drill down until you find the content template you want to insert and click okay.

At this point, your letterhead and content will be merged into a single document.