You can use the MS Word printables to create documents based on the section records. For example:
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printables of the [Contracts] section can be used to print contracts;
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in the [Contacts] section you can print contact summaries;
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printables of the [Activities] section can be used to print out emails, minutes of meetings, etc.
Note
By default, printables are generated in .DOCX format for MS Word. To restrict editing printables use the Microsoft guide.
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 Creatio plug-in for MS Word.
Contents
•Installing Creatio plug-in for MS Word
•Registering the MS Word printable
