Options:
1. Basic template - well set up, with styles
2. Content - structured content with placeholders
3. Wizard - data entry wizard for fast document creation
4. Tools - content insertion and formatting tools
Custom Templates
Letter, Fax, Report, Proposal, Agenda, Minutes and FileNote templates are our daily business and we have delivered a great many over the last fourteen years.
We offer four levels of solution. Basic Template, Template + Styles, Template + wizard, and Template + wizard + formatting and content insertion tools.
Solution 1. Basic template
We create templates, typically your letterhead, to fix the company logo, address, header and footer, margins and continuation page so that the template is robust and easy to use. Body text style is set to your requirement, eg Arial 11pt.
Solution 2. Simple Template with styles and structured content
We setup the templates, one for each of Letter, Report/Proposal, Agenda, Minutes, Memo etc using Word best practice to yield documents that are highly robust and easy to use.
The content is formatted using styles and these styles are accurately set to follow the brand specification. The layout, margins, headers and footers, office addresses, logos & images and continuation pages are all preset to deliver the corporate brand.
Any fixed content is pre-styled and we implement active blue placeholders to make user editing as quick and easy as possible. (Users can press F11 to move to the next placeholder):
Solution 3. Template + wizard
The templates are setup as above but this time with a data-entry wizard that is displayed each time a document is created based on a template.
The wizard approach is highly recommended, it creates even complex documents very quickly and as it enables documents to be created for multiple offices, and:
- remembers data for next use
- allows multiple authors to be saved
- verifies the data entered
- reads office details from a file that the company can change
- data, such as today's date, is preset in the wizard
- populates the documents File Properties (metadata)
- can automatically save the document with the required name
- can be rerun to change any details
- read recipients from Outlook or a company database
We include a quick-access toolbar with this solution. See the screenshot below. To create a letter the user simply clicks the Letter button.
Solution 4. Template + wizard + formatting and content insertion tools
As Solution 3. above but this time the toolbar has powerful functions that assist in formatting and inserting content and protect the document from corruption.
Style tools
- apply the custom set of styles in an intelligent way
Insert tools
- new section
- custom formatted table in the brand colour scheme with numbered caption
- excel chart resized as an image with a caption
- Landscape page
Document check tools
- Switch on paste formatter tool that stopos alen formatting from corrupting the document when pasted in
- Update Table pd Contents
For a full list of our tools see look at our pdf list.
A total solution
We provide our template systems as a total solution package including a high-quality User Guide and a self-installing Setup.exe installer.
All our solutions include 90days support for minor changes and defect fixing and we can extend his to on-going support.
We are hugely experienced at delivering these total packages, see our client list.