Document Management

BusinessFlow products allow users to create multiple document templates to be used for each Job from within the program, for example you may need a 'job sheet' for your engineer, a 'customer sign off sheet' or maybe a 'job completion certificate'.

These templates can all be designed using your normal word processor (e.g. Microsoft Word) and then assigned to the BusinessFlow software.

Once assigned to BusinessFlow, you then have further options to create 'mail merge' questions which are then tied to the template.

Each question is given an answer for each Job, and the answers will be mail merged to the template via special 'print codes' which were assigned at the time of the question creation.

About the template files:

The templates are created and saved using a file type called "RTF" (File names such as e.g. "template.rtf"). The editing and layout functions with RTF are not as great as say Word, but it is a standard file type able to be read by multiple word processors.

Existing templates can be edited by simply opening the RTF file in your word processor and editing the words/layout and also adding any 'mail merge' print codes as will be described in our section.on editing template contents.When you edit and existing template using a word processor, then be sure when you save it to save it as type RTF else BusinessFlow will not be able to use it in the Document Manager.

About the Printing of the templates files:

When you select a template for printing, BusinessFlow checks to see if you have Microsoft Word installed. If you do then you have the option for the RTF document to be "pasted" into a Microsoft Word file called "wordmaster.dot". This file can be populated with your logo's, company details, or footers etc

Summary:

The Document Management feature allows you to:

i)	Create new templates which can be added or printed with the selected Job

ii)	Edit existing templates

iii)	Create 'mail merge' questions. The answers to which will be printed on the selected document template.