Documents that are to contain a header or footer must be divided into one document for letter content and one for the remaining areas (such as the master paper in the printer). Both files are then stored in enterprise – the content as a Word template and the other part as a Word template. After that, the two are linked in the template management.
Here, as an example, the letter content is described in more detail, the template is created and deposited analogously.
In order to deposit your template/template in onOffice enterprise, it must first be created in Word and saved as a web file. After that, the template can be created in the template management.
Create templates
The creation is done via the plus icon , in a lightbox the necessary details are recorded and also the file with the template is uploaded.
Please enter a title, category, etc. accordingly. Please also specify the folder where the template should be created. If you select a feature, it will be stored in the activity and agent’s log entries that are generated when a letter is sent using this template. You can create features individually in the administration for your needs.
If a note is entered, it will be displayed later when selecting the template when creating a letter.
All settings can be changed even after creation.