About Print Templates

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Prerequisites: The following components must be installed on the Talisma Client computer:

•   MS Word 2016 (32 / 64-bit or later)

•   Visual Studio 2010 Tools for Office Runtime

•   Microsoft .NET Framework 4.8

A Print Template enables you to print details of a Talisma Object item in a customized and user-friendly format. You can create a Print Template that can be used by your Team to perform specific tasks such as:

•   Interacting with Contacts by sending responses through postal mail or facsimile in a standardized format

•   Printing letters to dispatch to Contacts

•   Printing purchase and billing details

•   Printing label information that will assist your organization to dispatch bulk mailers or postal packages

You can perform the following operations on the Print Template Object:

•   Creating a Print Template

•   Selecting Object Properties

•   Inserting and Removing Object Properties

•   Creating and Inserting Conditional Merge in a Print Template

•   Editing Conditional Merge Details

•   Generating Documents using a Print Template

•   Categorizing a Print Template

•   Sharing a Print Template

•   Locating a Print Template

•   Performing a Conditional Merge

•   Formatting Content in the Conditional Merge Dialog Box

•   Creating Interactions Using a Print Template

•   Previewing Target Details Using a Print Template

•   Setting Properties For a Print Template

•   Copying the Item View of a Print Template

•   Copying the Item View of a Print Template

•   Deleting a Conditional Merge

•   Deleting and Restoring a Print Template

•   Purging a Print Template