Create a template document
You create a template as a document in an application which is linked to SuperOffice CRM, for example, a word-processing program. If you create the template in Word, you must save it as a normal document (with the file type DOC or DOCX), and not as a template (with the file type DOT or DOTX).
You can also create templates in HTML format, and use the SuperOffice HTML editor to edit the template.
- Start the required application.
- Create a new document.
- Insert the template variables you want to use in the template, for example, variables for name, address and telephone number.
- Save the template document somewhere where you can find it easily again.
After you define a template and save it in the template folder, you must link the template to SuperOffice CRM to create documents from it.
- All template variables - Reference