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.
|
|