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Creating templates for SuperOffice

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    You create a template as a document in an application which is linked to SuperOffice Sales & Marketing, for example, a word-processing program. If you create the template in Word, you may from version 6.2 save the template as either DOC or DOT* (list of valid types).

    To create a template document:

    1 Start the required application.
    2 Create a new document.
    3 Insert the template variables you want to use in the template, e.g. variables for name, address and telephone number, as described under Template variables for the different areas of the application.
    4 Save the template document in the folder SO_ARC\TEMPLATE

    After you have defined a template and saved it in the template folder, you must link it to Sales & Markting in order to be able to use it when you create documents


    Adding items to the Template list

    Open SOAdmin and go to the List panel. Choose Document template in the dropdown list under Items.

    To complete the fields in the Edit List Item dialog when the items are templates:

    1 Enter the required name of the item in the Name field.
    Note: This is a mandatory field and must therefore be filled in.
    2 In the File name field, specify the name of the template you want to link. Click the arrow and select the required template from the list box.
    If the template you want to link is not displayed in the list, you must create it first 
    3 In the Direction field, specify whether the template will be outgoing or incoming, by clicking the arrow and choosing from the list box
    4 In the Record type field, specify the type of template by clicking the arrow. You can choose from Document, E-mail and Fax.
    5 In the Document plugin field, select the program to be used to display the document by clicking the arrow and selecting from the list box.
    6 In the Intention field, click the arrow and select one of the predefined options from the list box. These items are used for the Statistics tab in the Company and Project screens in Sales & Marketing (SAINT licence required).
    7 Check the Publish to external users option if you want it to be possible to specify, in the Document dialog i Sales & Marketing, that the document in question should be made available to external users.
    8 Specify the default setting for the Default our reference field using the template variables, for example auth for the sender’s first and last names (see Template variables for the different areas of the application).
    9 In the Save to database field, specify whether documents that you create using this template will be saved in the document database. If you select Yes, the document is displayed on the Activities section tab and in the Checklist in SuperOffice Sales & Marketing. If you select No, the document is not displayed in Sales & Marketing once you have created it and you cannot access it from the program.
    10 In the three Registry fields, you can specify registry keys if you want to overwrite the default commands for opening, editing or printing the document template. For example, you can specify that an Excel template will be opened in Word.
    11 Type in a description of the template, if required, in the Description field. Tip: You can open the template to edit it directly by clicking the Edit button in the Edit List Item dialog
    12 Click OK. The template is added as a separate item in the Items list. Repeat this procedure to add more templates.
    13 Under Visible for user groups you can select the user groups the template will be visible for.
    14 Click Save to save the changes in the Maintenance Client, or Cancel to reject your changes.


    Office file types

    Other file types handled like DOC: DOT*
    Other file types handled like XLS: XLT,* XLW
    Other file types handled like PPT: POT*
    Other file types handled like DOCX: DOCM, DOTX*, DOTM
    Other file types handled like XLSX: XLSM, XLTX*, XLTM
    Other file types handled like PPTX: PPTM, POTX*, POTM

    MS Office file formats with macros (DOCM, XLSM, PPTM) are supported.

    * DOT, DOTX, POT, POTX, XLT and XLTX template formats are available only in SuperOffice Win. They are not supported in SuperOffice Web and CRM Online.