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Thread: Create a document template

  1. #1
    jlabuelo is offline Sugar Community Member
    Join Date
    Apr 2008
    Posts
    426

    Default Create a document template

    Hi all

    I need to create different document templates that can be filled with contact information automatically.

    Let me explain it a little bit clearer. I would like to create a document template, and from time to time, if needed I could go to a contact record and assign that document template to him... but some of the fields inside the document could be automatically filled with the information of the contact we are relating this document to...

    Is this possible with SugarCRM CE or SugarCRM Pro?, if so, could you point me how?

    Cheers

  2. #2
    jlabuelo is offline Sugar Community Member
    Join Date
    Apr 2008
    Posts
    426

    Default Re: Create a document template

    Hi again

    I have found that this could be done by installing the Sugar Plug-Ins for Microsoft Office. Do you know if this can work for SugarCommunity version??, if so where can I download it, or purchase it?, is there any user manual?

    Thanks a lot

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