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Step 4: Convert RTF File to a Document Generator Template

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After you map some or all of the merge fields in your RTF file, you are ready to convert the RTF to a Document Generator template.

If you only mapped some of the merge fields, you can convert the RTF to a template in order to test your mapping. It is useful to do this several times in order to check your progress. Or you can wait until all merge fields are mapped to test your template.