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;
•use printables of the [Activities] section 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. This step involves establishing the appearance of printable: organizing data on the page, formatting the text, creating tables, etc.
To edit the printable template in MS word, you will need to install the bpm’online plug-in for MS Word.
Next in this chapter
•Installing bpm’online plug-in for MS Word