EQ can create documents in Microsoft Word so that you can, for example, create a template document (covering letter, quotation, report etc) and then have EQ “fill in” the specific details to save you re-typing them each time. This creates flexible editable documents that you can quickly create from EQ.
EQ also has a standalone word processor which works in a similar way to Microsoft Word (if you do not have Microsoft Word installed on the same PC as EQ). EQ WP will save files in Microsoft Word .doc format so they can still be viewed and edited in Word if needed.
Change your word processor between Word or EQ WP
-
In EQ, go to System Config (top toolbar) > Word Processor from the left.
- Select either:
Microsoft Word if you have Word installed on the same PC as EQ.
EQ WP Advanced if you do not have Word. The built-in WP will need to be installed. Please contact support via live chat it you would like to have EQ WP installed.
For step-by-step help with merge fields and bookmarks read the article Create your own document templates using Merge.
When you have created at least one template document, read the article How to merge your own documents.
Download merge fields and bookmarks list
To download the complete list of merge fields that you can use when creating and editing your documents click the PDF file below.
(These fields work with Microsoft Word or the built-in EQ word processor.)