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Step 4: Convert RTF File to a Document Generator Template

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.

To convert an RTF file to a Document Generator template

  1. Open the RTF that you want to convert in the Data Mapping tool. For details, see Opening an RTF in the Data Mapping Tool.
  2. Click Save Mapping and Generate XML Template.
    A message appears, indicating that the XML template has been generated.
  3. Close the Data Mapping tool.
    The XML file has been placed in the same directory as the RTF file.

Now you are ready to test the template as described in Step 5: Test Your Template.

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