Instructions on installing Merge Templates

Installing new and updated merge templates

Note

Make sure you have backed up your merge template folders before extracting new templates. To do this, simply zip the merge templates file and save it in an accessible location.

If you are running v2020.12 or later you will now have the option to unzip and install the new template(s) via Manage Document Templates into your Insol6 Merge Templates folder. You can however continue with the original method if you do not have access to the Insol6 application.

V2020.12 and above

1. From the Main Menu click on Manage Document Templates
2. Click on Import Zipped Templates and click OK to the pop up message.
3. Edit the path to where you saved the downloaded files and click on the zip file you want to install.
4. Confirm the path the file is to be unzipped to is correct and click OK.

All Version can use the Merge Template extraction method below

Locate the merge template root directory and extract the zip file into that location.

To locate the merge templates root directory

1. Open Insol6 Insolvency.
2. Click Application Settings.
3. Click the Documents Settings tab.
4. Highlight the path to the location of the Merge Templates root directory.

For example, \\My Server\\Insol6\Insolvency\Merge Templates.

1. Right-click on the folder and select Copy.

Once you have identified and copied the location of your Merge Templates root directory to the clipboard, you will need to extract the updated templates from the provided zip file.

To extract the updated templates

1. Navigate to the location where you copied your zip file containing the merge template(s) you want to install.
2. Right-click on the zip file and select Winzip > Extract To….

The Win Zip Extract window opens.

     3. Right-click in the Extract To: field and click Paste.

The Merge Templates root directory location is pasted into the Extract To: field.

     4. Click Extract.

The message Would you like to replace the existing file? is displayed.

Click Yes to All to update the templates.

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