In the limited version of SpinOffice, two document templates are defined allowing you to see how SpinOffice can fill an MS Word template with text fields from SpinOffice. In the Pro version, you can edit the templates, copy them, or import new templates.


How to use a document template:

  • document templatesGo to the contact for which you want to create a document template. 
  • Click on the small gray arrow next to the document icon in toolbar.
  • Pick the document of your choice. 
  • The document is automatically created and opened in MS Office where you can adjust the content. 
  • On save, the document will be uploaded to SpinOffice again with the latest version.
  • Go to the contact's archive where you find the created document.



How to manage the document templates (in Pro-version only):

  • Via menu option Administration -> Document templates.


Edit existing document templates:

  • Choose 'Open'
  • Select the document template of your choice and click on the link to open the document template
  • You can change the text and update the bookmarks (see Using bookmarks)


Create new document template:

You can choose an existing template and use that as the base for your new document template. To do so, do not open the document but choose 'Save As' in the SpinOffice menubar. Give the document template a new name and press Save.


You can also import any MS Word document and use that document as a template within SpinOffice. To do so, choose Import from the menu and save the template in SpinOffice. Than, use bookmarks to tell SpinOffice where you want to have SpinOffice content to be placed. Read more about bookmarks below.


Using Bookmarks in document templates:

Bookmarks are used in MS Word to point to a location in a document. SpinOffice can use that to jump to a bookmark and place data from the database there. The best way to do so is to:

  • place text in the documents (like Firstname)
  • highlight the text
  • choose Insert -> Bookmark from the MS Word menu
  • type the bookmark name (see list below)

When you save and use the template, SpinOffice will find the bookmark and replace the text with the data from SpinOffice. Each bookmark can be used once.



Address

Bookmark
Description
Address_line1
Address line 1
Address_line2
Address line 2
Address_line3
Address line 3
Address_street
Address street
Address_street_number
Address street number
Address_Zipcode
Address zipcode
Address_City
Address city
Address_Country
Address counry



Contact information

Bookmark
Description
Firstname
Firstname of the contact
Lastname
Lastname of the contact
Lastname_incl_prefix
If lastname has a prefix, this is added
Line_Attention
To the attention of line
Contact_type
Contact type
Info_1
Contact info_1 (= by default "job title")
Info_2
Contact info_2
Info_3
Contact info_3
Info_4
Contact info_4
Info_5
Contact info_5
Info_6
Contact info_6
Info_7
Contact info_7
Info_8
Contact info_8
Info_9
Contact info_9
Info_10
Contact info_10
Info_11
Contact info_11
Info_12
Contact info_12
Info_13
Contact info_13
Info_14
Contact info_14
Info_15
Contact info_15
Info_16
Contact info_16
Info_17
Contact info_17
Info_18
Contact info_18
Info_19
Contact info_19
Info_20
Contact info_20
Number_mobile
Contact mobile nr
Number_private
Contact private nr
Number_work
Contact work nr
Number_fax
Contact fax nr
Email
Contact e-mail address
CreditorNr
Contact number 1
DebitorNr
Contact number 2
Date
Contact date of birth
Dear
Dear contact…
Address
Contact complete address
Address_incl_attention
Contact address incl. attn
Project_description
Project description
Project_type
Project type
Project_code
Project activity code
File_description
File description
File_type
File type



User information

Bookmark
Description
My_signature
User signature
My_firstname
User firstname
My_lastname
User lastname
My_mobile
User mobile
My_info_1
User info_1
My_info_2
User info_2
My_info_3
User info_3
My_info_4
User info_4
My_info_5
User info_5
My_info_6
User info_6
My_info_7
User info_7
My_info_8
User info_8
My_info_9
User info_9
My_info_10
User info_10
My_email
User mail address



Other fields

Bookmark
Description
AccManager
Contact account manager
AccManagerSignature
Account manager signature
Today
Todays date