![]() ![]() When the email or document is created, the AutoFile Defaults Cabinet and Category from the Template can be changed if the user wants to. You can also select, for example, just the Cabinet so that any categories are selected as relevant for the email or document that is created. These are optional and can be left blank in a Template. The AutoFile Defaults Cabinet and Categories from the selected Template will override the Client, User or Practice Filing Defaults. Templates can optionally hold AutoFile Defaults for the Cabinet and Categories that will be set when the email or document is created with that template selected, providing the user has access to the relevant Cabinet. I click n print templates for word pdf#When creating PDF Templates, you can choose the existing PDF file from Windows Explorer or drag it onto the drawer.Drag and drop an existing Word, Excel or PowerPoint or PDF file onto the Knowledge - Templates list to import the file.xlsx or pptx) you can create the Word, Spreadsheet or Presentation template and then upload the file in the Upload section of the drawer. Where you have an existing Word, Excel or PowerPoint file (as.You can make any modifications directly in FYI. Then copy and paste all or part of the images and text from these into the Template that you create in FYI. Create or locate existing Word, Excel or PowerPoint files outside of FYI.Create Templates directly in FYI in the same was as you would create Word, Spreadsheet or Presentation documents in FYI.You can create Templates in FYI in the following ways: ![]() Creating and Editing Templates and Word Stationery The Category is added to a Template or Stationery in the Filing section. For example, you could add a Category such as "Team" (to indicate who would use them) and the Category "Work Type" (to indicate when they would be used). Note: The Templates Cabinet cannot be removed.Īn FYI Admin can add any Categories to the Templates Cabinet as relevant for your practice to further categorise the Templates and Stationery. They are all held in a Templates Cabinet as the top-level of the filing. Templates and Stationery hold Filing details to organise and categorise them in the Knowledge - Templates list. They can only be set up and maintained by an FYI Admin, or a user in a User Group that has Permissions enabled for Templates (refer to Managing User Groups). Templates, Word Stationery and Email Signatures are displayed, created and edited from the Knowledge - Templates view (refer to Using Knowledge Cabinets). Example of a Word Document for Templates.Explanations of the Example Stationery Structures.Stationery without Letterhead (for printing on pre-printed letterhead).Stationery with Letterhead (for emailing).Example of Word Templates and Stationery and Using Merge Fields.Adding the Body Bookmark to Word Stationery.Using Office Functionality for Document Templates and Stationery.Benefits of Separating Templates and Stationery for Word.Creating and Editing Templates and Word Stationery.This article contains the following sections: It is used to add any headers, footers, date, addressee, address, reference number, and also the sign-off and sender details. This holds the information that is used in documents such as letters and commonly adds anything at the top and the bottom of the document. Refer also to Creating Documents from Templates and Stationery.įor Word documents, you can also set up Templates which are used as Stationery. This improves productivity and quality controls with standardised content that can only be maintained by FYI Admins, or a user in a User Group with Permissions enabled for Templates. Templates are available for different types of document types, such as standard letters in Word, or standard images and text in Excel spreadsheets or PowerPoint presentations and also for PDFs. Templates can be set up to ensure documents are always presented with the text, format and layout required and approved by your practice. ![]()
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