•Which file formats are supported by bpm’online printables?
•I have installed the bpm’online plug-in for MS Word. What is next?
Which file formats are supported by bpm’online printables?
The printables are used for generating printed documents based on the data from section records. By default, printables are generated in .DOCX format for MS Word. You can also choose to generate PDF documents. To change the format, open the needed printable in the [Printables] lookup and select the [Convert to PDF] checkbox.
I have installed the bpm’online plug-in for MS Word. What is next?
The bpm’online plug-in for MS Word is used for editing templates for printables. Before you can use the plug-in, go to the [Printables] lookup and add a new printable (or open an existing MS Word printable). Click the [Download the template] button and save the template file. Open the template file in MS Word and use the bpm’online plug-in options to connect to bpm’online with your regular bpm’online login credentials. Template editing options will become available in MS Word. When you are done editing the template, use the [Upload template] button in the [Printables] template to upload the modified template.
Video tutorials
•Setting up MS Word printables in bpm’online
