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Template Manager is used to automate the creation of boilerplate documents based on Microsoft Word and Excel, as well as creating “static” documents using PDF and other file formats. Workpapers and documents created from templates are maintained and controlled through FirmWorks Activities. Templates can be specific to a single FirmWorks module and then can be “globally” available from any place in FirmWorks. |
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Features include:
- Sophisticated controls and features for linking FirmWorks data fields into Microsoft Word and Excel documents and workpapers
- Documents created from templates are automatically saved in FirmWorks and are replicated so they are always available from any location
- Mail merge templates can be used for mass creation of documents
- Static documents such as PDF, HTML, common text and other formats can be distributed through Template Manager
- Template formats accept procedural calls for powerful data manipulation
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Module Overview