You can use the MS Word printables to create documents based on the section records. For example:
•printables of the [Contracts] section can be used to print contracts;
•in the [Contacts] section you can print contact summaries;
•printables of the [Activities] section can be used to print out emails, minutes of meetings, etc.
Creating a printable involves several steps:
1.Registration of a new printable in the [Printables] lookup. At this stage you need to define a section where the new printable will be used. Besides that, it is necessary to create a list of data columns that will be used in the printable.
2.Downloading a printable template and editing it in MS Word. Here you can set up print form appearance: page layout, text formatting, tables, etc.
To edit the printable template in MS word, you will need to install the bpm’online plug-in for MS Word.
Contents
•Installing bpm’online plug-in for MS Word
•Registering the MS Word printable
•Setting up templates for MS Word printables
Video tutorials
