Creatio (formerly bpm’online) Quick Tips: Printables are Word Templates Available for Every Section

Every section within bpm’online has “Printables” which are Word merge document templates or a report.  These Printables can also be used for sending template emails using the bpm’online Email tool. The templates can merge-in data from any table or field including custom fields and tables.  You can control which Printables show up for each section including having a different selection for list views vs summary views.  The templates can be output as either a read-only .pdf or as a Word document for further editing.  Printables can also be output as a traditional report so that you can include mathematics on numbers and charts and graphs.

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Scott Weber

Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.

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