1.Navigate to the Document Templates folder or sub-folder where the RTF is stored in the Documents area of TeamConnect.

2.Check out the RTF. (Do not delete it, or you will lose all of the mapping.)

3.Modify the RTF as needed. If you modify merge fields, keep in mind:

oIf you change the name of a merge field, it will no longer be mapped in the Data Mapping tool.

The exception is if you change a merge field from a basic merge field with a custom name to an automatically mapped merge field (for example, @contact.name).

oIf you remove a merge field, the mapping will automatically be removed in the Data Mapping tool.

oIf you add a merge field, you will need to map it (unless it is an automatically mapped field).

4.Check in the RTF in the Document Templates folder or sub-folder.

5.Open the RTF in the Data Mapping tool (see Opening an RTF in the Data Mapping Tool).

6.If any additional mapping is needed, perform the data mapping.

7.Click Save Mapping and Generate XML Template.

The Document Generator template is generated, with the new formatting and/or data mapping.