Microsoft Document Templates allow you to quickly create documents/reports in Word and Excel using fields from OneOffice. To modify and individualize the look of an existing template, use the following instructions.
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You must have Admin Access Control Rights to do this. |
Instructions
Navigate to While on the OneOffice Menu by clicking on , this would be where you can see the list of all the available contracts, open the ‘9-dot’ menu when viewing your contract list, then click on ‘Templates’. You can also go to the document template from the Contract Menu, when viewing a specific contract, and select the ‘Templates’ tab.
Select the document Template you want to modify. that is going to be modified.
This will then open the document in Word or Excel.
Log into the Document Management add-in using your OneOffice Login, by using the appropriate accounts login credentials then click on ‘Edit’ in the upper right corner of the Microsoft Document Mgmt panelAdd-In panel.
Change the format, add logos/letterhead, and more. Add additional fields and signatures by using the Field lookup.
You are not able to copy and paste existing field codes from the document (or other documents) onto the template; you must use the ‘add field code’ interface in the Microsoft Document Mgmt panel
Once your changes are made, click on ‘Upload Template’ or ‘Save’ at the bottom of the add-in menu panel to save your the changes and make the template available for selection.
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If you are modifying an existing template and not saving as a new name, any package updates to that template will overwrite your changes. If you do not want your changes to be overwritten with any package updates, please make sure you are saving with a new template name for future use. |
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