video1.0<iframe src="https://www.loom.com/embed/fe3b16c720c543e0b3187f634955f174" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/fe3b16c720c543e0b3187f634955f174-7efde0207d61d411.gif236.9This Loom explains how to use the Access Charity CRM Microsoft Word add-in to build and log document and communication templates. It covers creating a template by selecting a document type, choosing and inserting fields, entering a description and file name, and then logging the template to Access Charity CRM. To create a communication from a logged template, viewers log into Access Charity CRM, select contacts, choose the communication type and purpose, select and save the template, fill in the subject and category, and log the communication to CRM, where it is saved against the contact in communications.