Document templates

 

Document templates are used to automate repetitive word processing tasks.  Any document that you use repeatedly can be created as a template.

 

Common examples are letters to clients, faxes and court precedents.

 

Document templates must be created through the workflow menu. You can either import previously created templates or create new ones.

 

Templates can use the fields in your file or contact if they are set up as merge documents in Word. This means never having to type a client address again. Of course they need to be set up so everyone can access them, this is why they can be designated a general template. Every file opened will then have access to this template. Document templates can also be specific to profiles. That way profiles which have no use for a particular template will have it removed from view.