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Configuration Dialog: [Options > Word Document Templates]
In this dialog you can manage word templates, with which you can create then record-referred letters and faxes. The Mail Merge function of Word is technical basis for that.
Linking of word documents (templates) with record data fields
1. Creation of Data Source The xtelsio CTI Client uses a HTML-file data.htm as Mail Merge data source with a table which is generated from the currently selected record. For the initial configuration you can generate the file data.htm, when you select a record and click on [Edit > Create templates\data.htm]. The folder "templates" is opened then automatically. Hints to data source format: The table in the file data.htm contains the column names (field names) in the first line. The first column names are standardised and always contained, regardless, whether the record has a corresponding field. The remaining columns are in each case folder-specific. 2. Creation of the Word Template As Word template you can customize the file templates\brief.doc or you create a new word document and you assign manually the record fields from data.htm. Assignment of the record fields: Open your Word template. Activate the toolbar for Mail-Merge via: Extras > Letters and mailings Open the data source templates\data.htm by the second icon of the Mail-Merge toolbar. Click on the icon "Insert Mail-Merge fields". With the appearing dialog you can insert the record fields now. Save your Word-template.
Creation of a letter / fax for the current record
Select a record in the main dialog and click on the IWC button in the telephone panel. Select the wanted document template in the appearing menu. The xtelsio CTI Client saves the current record then in the file "templates\data.htm", opens the document template and generates a new document from both. The document template will be closed automatically.
Option: Suppress Word-SQL-Warning
If you use Microsoft Office 2003 or Microsoft Office XP Service Pack 3 the following message bax my appear:
Opening this will run the following SQL command: xxx
You can suppress this message by this check box. Security warnings and additional information are available at:http://support.microsoft.com/kb/825765/en-us