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Templates provides you with a central template store within your SharePoint Document Center so you can have a unified and consistent approach to work, reduce human error and produce documents far faster than ever before.

 

Unlike many other template tools, Templates facilitates powerful and easy integration between Microsoft Office Word or Excel documents, and client or job data from a CRM or Practice Management software, thereby saving even more of your time.

 

Templates allows you to create templates with an easy-to-use tag builder extracting from data sources and share instantly with your team. From there, you can produce documents in seconds.

 

As well as automatically populating pre-defined fields, you can prompt users to input ad-hoc information before the document is filed into the specific client folder in SharePoint.

 

What’s more, Templates appears by default on your Document Center and incorporates seamless automatic updating so you always have the latest version available.

 

The following sections detail how to use Templates:

 

•Getting Started

•The Controls

•Creating a Template

•Field Builder

•Using Template Field Builder

•Verifying a Template

•Creating Documents: Merging Templates with Client or Job Data

•Metadata and Templates

•Refreshing Client and Job Lists Automatically