[Options > Interworking > 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.
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 of a template, you can generate the file data.htm by selecting a record and choose via context menu [Extended > 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.
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:
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