You can attach any created Document Container to a template from your Forms & Templates Library. Follow these steps:
- Navigate to your template and then right-click and select Modify.
- Select Details from the Smokeball automation toolbar in Word.
- Choose the container you wish to attach using the Container dropdown menu.
You can also select an addressee from the Addressee dropdown menu. You can select your client as the addressee if you are sending a letter that will always go to a group of people, such as an engagement letter.
After you have attached the Container and/or an Addressee to your template, select Save & Close from the Smokeball ribbon in Word. When you open the template again, it will display the Container you selected.