Show/Hide Toolbars

Thereforeā„¢ Help

Tutorials > Viewer

Creating New Documents

Scroll

It is possible to create new documents by using the index data from a document in Thereforeā„¢ to automatically fill out a Microsoft Office template.

 

How do I create a new document from a Microsoft Office template and automatically fill it out?

 

info

This feature requires a Microsoft Office template, a Template Profile and an Indexing Profile.

 

1. Click the Templates button. All profiles that have been linked to this category or case, and for which you have read permission, will now appear in the drop-down list. Select the required profile.

 

V_T_CreateDocument_001

 

 

2.The linked template will then open in Microsoft Office and will be automatically populated with the selected document's index data.

 

NAV_T_CreateDocument_AutoPopulate_002

 

Info

If you wish to change any information in the new document, simply edit it like a normal document.

 

3.The profile can also be configured to allow a user to save this new document to Thereforeā„¢ and then additionally to send the document using Microsoft Outlook.