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.

ABOUT THE AUTHOR

Scott Weber

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

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