Features Available |
Windows and IE |
Create Word Document from template |
Y |
Create PDF Document from template |
Y |
Create Outlook email from template |
N |
Save document on creation to document store |
Y |
Document can be opened/Edited Directly |
Y |
Link provided to open document from saved location |
Y |
Copy of document can be downloaded |
Y |
Add note when document created |
Y |
Replace tags in document header and footer |
Y |
NB The option to publish a created document to an email body is not currently available.
Click on the Word icon and select a Template from the list |
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Select from Create as options |
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Create Note (you may be prompted to to top ups) |
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If Save not selected, you will be prompted to Open or Save the Document. (The Document will be saved in your Download folder) |
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If Save selected you have the following options
Open/Edit
This option will open the document in its saved location. If saved as a Word document this can be edited.
Please note: This feature is only available when using IE
Download a Copy
This option will download a COPY on to the users own machine. Select Save As to save the document as required.
Open Windows Explorer(If Open/Edit is unavailable copy the link in Windows Explorer to open the document.)
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Opening a Saved Document
Select Documents from the Overview page or Details menu, click the document and select either Open/Edit or Download a Copy or copy the link to open, as per the screenshot, details as above. |
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