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 Word document template support
 
jmannix
3 posts
Joined
7/8/2008

Word document template support
Posted: 23 Jul 08 6:54 AM

As far as I can see there is currently no support for generating word documents by merging records in the CRM into a word template. We would like to be able to configure a set of word document templates that users would be able launch from e.g. a contact record and have the contact's details merged in. Is there a way of doing this already? If not then we may well write something and submit it to the community.

Thanks,
John

support
1887 posts
1st
Joined
1/3/2006

Re: Word document template support
Posted: 23 Jul 08 11:32 AM
Although we have not done any research into the new Word XML file format, it would seem pretty easy to load the XML file from our documents module, replace data with CRM information, and return to the user as a docx.
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