Managing Templates
Creating and modifying templates.
Last update: CCH Document Management
Managing Templates
This document outlines the importance of templates in maintaining business identity and branding. It details the functions of a document management system that allows users to create, edit, and maintain templates such as letters and layouts. Specific features include adding external templates, creating new templates from scratch, and modifying existing ones, ensuring that the business's branding and content requirements are consistently met.
CCH Document Management
Document Templates Maintenance Screen
The Document Templates maintenance window allows users to manage templates for document creation. Features include a search function for finding templates by file name or description, options to expand and collapse template groups for easy navigation, and filtering capabilities across multiple criteria. The window displays a grid with various columns related to template details, and offers tasks such as adding, editing, deleting, and checking in templates. Users can customize their view settings, which are saved for future sessions, enhancing access to relevant templates in different Document Centres.
CCH Document Management
Customising Outlook
This document provides a step-by-step guide for using Microsoft Outlook's conditional formatting feature to color code emails that have been filed to Document Management. It outlines the process starting from accessing the View Settings, adding a new rule, selecting fonts and colors for filed emails, and setting conditions for the rule. The guide aims to enhance email organization and visibility.
CCH Document Management
Find Templates
The document describes the functionality of the "Find Templates" window, which displays templates from the relevant library when creating documents. Users can refine their search using the "Search for" box and can organize the templates by dragging column headers, such as "Document Type," for better navigation. An annotated image of the window is included for visual assistance.
CCH Document Management
Merge Fields - Non-contact
This document outlines the available merge fields for non-contact related templates, detailing each field's name, relevant windows, tabs, and the source sections for populated data. Key fields include document identifiers such as "FileName" and "DocumentId," as well as address components like "Address1," "Town," and employee-related fields such as "CreatedBy," "FromEmail," and "SignatoryRole." The document serves as a reference for configuring templates within a specific library, ensuring users can effectively utilize the correct fields for document creation.
CCH Document Management
Merge Fields - Supplier
This document provides a comprehensive list of merge fields available for supplier-related templates. It details various fields such as FileName, ContactId, and Address components along with their sources, including specific sections and tabs within the supplier and employee records. The fields are categorized by their relevance to supplier information, employee details, and document creation parameters, facilitating streamlined data integration in document generation processes.
CCH Document Management
Merge Fields - Employee
This document provides a comprehensive list of merge fields specific to employee-related templates, outlining the fields, the source windows, and their respective sections. Each merge field is categorized by its name (e.g., FileName, DocumentId), the window from which it is populated (e.g., Employee Details), and the specific tabs and sections where the data is located (e.g., Document Centre, Personal). The information serves as a guide for users to understand and utilize the merge fields effectively within their employee templates.
CCH Document Management
Create Template
The document outlines the process for creating a new blank template in Word or Excel through a specific software interface. Users are guided to access the Create Template window, required fields such as Library, File Name, Template Type, and Document Type, as well as optional fields like Merge From Reports. Additionally, it covers how to edit templates, insert merge fields, and finalize the document through checking in. Visual aids are provided for clarity on the process and options available within the application.
CCH Document Management
Create for Supplier Filing
This document provides a detailed guide on creating documents for the Supplier Filing library. It outlines the necessary steps, starting from selecting a supplier record to accessing the "Create Document" window. The guide is divided into two main sections: adding filing details and adding mailing details. Each section includes key fields like library, template, addressing information, and more, along with their default settings and editable options. The document emphasizes user interaction with templates, contacts, and editing capabilities for personalizing the documents.
CCH Document Management
Add Templates
The document outlines the procedure for adding templates to a Document Management system, specifically via the Add Templates window. It details the steps for selecting and uploading Word and Excel files, emphasizes the importance of correctly populating mandatory fields such as Library, Template Type, and Document Type, and explains features like auto populating fields for multiple uploads. It also describes additional options like selecting contents from a folder, providing a template description, and enabling or disabling the template for document creation.