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Creating New Documents |
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It is possible to create new documents by using the index data from a document in Therefore™ 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?
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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.
2.The linked template will then open in Microsoft Office and will be automatically populated with the selected document's index data.
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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 Therefore™ and then additionally to send the document using Microsoft Outlook.
