Exact Globe+

Overview of document templates

Menu path

Go to System ➔ General ➔ Settings ➔ Documents settings. Under the CRM and HRM sections, click Word merge and Letter Template: Maintain at Letter, respectively.

Introduction

You can view the list of templates created for letters and documents used in customer relations management (CRM) and human resources management (HRM). In addition, you can also create and maintain these templates.

Fields

Click Letter Template: Maintain at Letter via System ➔ General ➔ Settings ➔ Documents settings under the HRM section to display the overview of templates screen.

Search

Click this to search for letters based on the defined criteria.

Clear

Click this to clear the defined criteria.

Rows

Type the number of rows to be displayed in each screen. If you have set the default number of rows to 50, then 50 rows will be displayed. Therefore, if you have more than 50 rows listed, the Previous and Next buttons become available.

Click this to return to the previous list of results.

Click this to go to the next list of results.

Filter

Select the required option to filter the search that starts with or contains a certain letter or word.

Document

Type a full or partial document/letter label to search for the document/letter.

Description

Type a full or partial description of a document/letter to search for the document/letter that matches the description.

Buttons

Open

Click this to edit a selected document template.

New

Click this to create a document template. For more information, see Creating and maintaining document templates.

Delete

Click this to delete the selected document template.

Close

Click this to exit.