Creation of documents templates

Thanks to a simple setup of only few elements, the process will be automatically running during creation time, while manipulating documents and emails.

It is only necessary to set up a customized transfer configuration, and make it suitable for each set of documents while:

  • Creating Office© document templates, retrieving D2 attributes.
  • Configuring transfer templates, in a way to identify properties and also documents.

 

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Key points:

  • Bidirectional document transfer.
  • Document creation via templates.
  • Document import.

 

Automatic transfer of properties

Once these elements are set up, transfer will operate automatically when the matched set of documents are manipulated.

Now, thanks to this controller, transfer of properties is easy during the creation integration or export of Office© documents and emails.

Content management while importing or exporting documents has never been easier.