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Creating New Documents based on a Case |
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How can Thereforeâ„¢ users create a new Microsoft Office document based on a Thereforeâ„¢ case?
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This feature requires a Microsoft Office template and a Template Profile which maps the index data to the controls or cells on the template. |
1.Click on the Templates button in the ribbon menu. All templates that are available for this case, and for which you have read permission, will now appear in the drop-down list. Select the required template.
2. The template will then open in Microsoft Office and will be automatically populated with the mapped index values from the selected case. This document can then be edited and processed as required.
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•An indexing profile can also be configured to allow a user to save this as a new document to Thereforeâ„¢. •The document can also be sent using Microsoft Outlook. |
