1.Navigate to the Document Templates folder or sub-folder where you uploaded the RTF. See Opening the Document Templates Folder for more information.

2.Click Launch Data Mapping Tool .

The Data Mapping screen opens, with a list of all RTFs in the current Document Templates folder that contain unmapped merge fields.

3.If you do not see the button, make sure that you are in the HTML version of the Documents screen. Also, make sure that you have the right to the tool assigned to you, as listed in Required TeamConnect User Group Rights.

4.Click the name of the RTF that you want to map.

The mapping screen of the Data Mapping tool opens, as shown in the following image.

If you configured any merge fields to be automatically mapped to system fields, as described in Automatically Mapped System Fields, then the successfully mapped fields are already listed on the lower part of the Data Mapping screen.

Data Mapping Tool