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Reference > Solution Designer > Design > Template Profiles > Template Profile for Microsoft Office

Send Document

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Send the new document by e-mail

If this box is checked, the new document will open in the e-mail client after it is saved. The document will be automatically attached to the new email.

 

Outlook template (.oft)

The template needed to create the email.

 

Send document as

The document will be sent in the chosen format.

 

Script

A script can be created which will be executed before the execution of the field assignments. This script can also contain functions that can be called from the assignments. Clicking on Objects... will open a window with some predefined objects.

 

Microsoft Office Control/Assignment

Here you can use the drop-down box to assign the index data fields from the chosen category or case definition to the available Office controls for sending the new document by e-mail.

 

Add Assignment

Additional assignments for Office controls can be added to the profile.

 
Add “To” Assignment
Adds a “To” (recipient) assignment.
Add “CC” Assignment
Adds a “CC” (Carbon Copy) assignment.
 
Add “BCC” Assignment
Adds a “BCC” (Blind Carbon Copy) assignment.
 
Add “Subject” Assignment
Adds an assignment to fill in the subject of the e-mail.
 
Add “Body” Assignment
Adds an assignment to fill in the body of the e-mail.

 

Add “From” Assignment
Allows the e-mail to be sent from a different account to the default.

 

Delete

Delete the selected assignment.

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