Sales Creatio, team edition
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This documentation is valid for Creatio version 7.12.0. We recommend using the newest version of Creatio documentation.

The MS Word printables setup

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

Printable FAQ

Video tutorials

Setting up MS Word printables in bpm’online

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