After you have created attachments for your interaction templates, you can modify them. Attachments can be Microsoft Word documents that you have created or other sorts of documents, for example, Microsoft Powerpoint presentations that you have imported.
To modify an attachment
In the Search box, enter Interaction Templates, and then choose the related link.
Find the interaction template containing the attachment that you want to modify.
On the Navigate tab, in the Attachment group, choose Open.
Make the necessary modifications, and close the document.
Choose Yes to save and import the modified document.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |