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Documents

OfficeTalk provides functionality for writing letters or faxes or other such documents to contacts based on pre-defined templates. Writing a letter or composing a fax to someone is simply a case of selecting the relevant contact, selecting a document template and pressing a Create Document button. OfficeTalk does the rest. Furthermore, once you have created a document from within OfficeTalk, it becomes part of the history trail for the relevant company or contact and the document's content is instantly accessible without having to start a word processor in order to view it.

Such functionality is useful for both one-off documents and for standard documents, such as a rejection letter for a job candidate.

OfficeTalk will work with any word processor capable of supporting either plain text or RTF.

More:

Designing Document Templates

Creating a Document

Categorising Documents

Specifying Access Rights to your Documents

Changing the Company or Contact for a Document

Keeping Notes for a Document

Performing a Mail Merge


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