To upload RTF files to TeamConnect, and then map RTF merge fields to TeamConnect data, you must first locate the Documents Template folder.

The Document Templates folder can contain the following, as shown in the Document Templates Folder Example image:

•RTF files—The original files upon which the document templates are based.

•DM files—Files containing mapping information for an RTF file.

Caution: Do not modify or delete these files. They are automatically generated by the Data Mapping tool to store the mapping information, and should not be opened, modified,or touched.

•XML files—Actual document templates used by the system when a user generates documents.

Caution: Do not modify or delete these files, unless they are created manually without the use of EasyDocs and have no corresponding RTF and DM files.

•Sub-folders—Folders within the Document Templates folder for the object definition which can contain additional templates or files referenced by templates.

Caution: Once you choose a directory to hold your document template, do not rename, delete, or move that directory. Also, do not rename, delete, or move files within the directory. If you do, the associated documents no longer work correctly for end users at runtime.

Locating the Data Mapping Tool

The Document Templates folder also contains the icon that opens the Data Mapping Tool.

Document Templates Folder Icons