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Creating and managing documents in OfficeTalk.

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Document templates

OfficeTalk lets you define document templates, such as standard fax templates or company headed letters. Since document templates may contain replacement fields, it is possible to provide a single document template that may be used by any user to write a document to any defined contact.




Creating a document

OfficeTalk makes it incredibly easy for anyone to create a document (such as a letter or a fax) for a specified contact or company. It's simply a case of selecting the contact, pressing the New Document button, selecting a template and pressing the Create Document button. OfficeTalk then creates a new document, based on the template, and fills out replacement fields with the information from the selected contact. The user can then edit the document and save it. OfficeTalk will store the document in the History for the selected contact. Any user with sufficient access may then view the document by accessing the contact's history.