Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

Step 4: Convert RTF File to a Document Generator Template

  1. Last updated
  2. Save as PDF
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.

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    Topic
  2. Tags
    This page has no tags.