Table of Contents
Word templates
You can jump out BUSINESS create new Word templates with Microsoft Word, copy and change existing templates.
Create a new Word template
- First open the tab in the desired program area (e.g. address manager, project management) Documents.
- in the menu Documents click in the group View on Templates.
- In the template management, mark the category to which you want to add the template.
- Here you have the option of changing the fields Category and Document Type to be submitted so that this Creation of new documents automatically filled with these entries. The selection lists for the Default can be accessed using the buttons [...] to edit.
- Save The new template.
- Design with fixed text and images as well text modules (see chapter below) your template file.
- After editing Save Open the document in the Word menu and close MS Word. The revised document is available in the templates.
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All templates can be accessed via the menu Edit or via the list with the right mouse button to open, Duplicate and Delete (see Chapter Features).
Business paper as a background image
With the function Watermark In Microsoft Word you have the option of storing your business stationery as a background image in your Word template.
To the function Watermark To use it, an image file (JPG, BMP, etc.) must be available that depicts your business paper (letterhead, logo, etc.).
- Open the Word template with a double click or with the right mouse button in the list.
- Add through the menu Insert add the desired image file.
- Put the image file behind the text. To do this, select the entry from the list with the right mouse button wordwrap and then the entry Behind the text .
- Press Ctrl + A on the keyboard and use it to mark all content.
All Word documents called up in the construction file that are based on this template are then available to you with the stored business paper.
Signatures
Please read here how to add a signature in Microsoft Word and insert it as a quick part so that you can quickly access it in any document.
Use text building blocks
Text modules are fields that are used in documents in the DATAflor Construction files were created from a Word template, by BUSINESS filled automatically.
The text modules are only available in Word templates that you can use in the DATAflor Create construction file, but not in imported free Word documents.
- Place the mouse pointer in the Word document where you want to insert a text module.
- In the list Property all possible text modules are listed.
All text modules that begin with DF_ are from BUSINESS automatically filled.
- Highlight in the list Property the desired text module, e.g. DF_PROJECT and confirm with [OK].
existing text modules
Depending on the BUSINESS-Program part in which you created the document, the information for filling the text modules is available.
Possible options for the field name DocProperty | Significance | Availability: A = addresses, P = project management, Ü = everywhere |
---|---|---|
DF_DOCUMENT TYPE | Document Type | Ü |
DF_REPEAT | Resubmission | Ü |
DF_REVSTATUS | Resubmission status | Ü |
DF_SACHB | clerk | Ü |
DF_SACHB_BZ | Operator sign | Ü |
DF_BZ | As before DF_SACHB_BZ (compatibility of old templates) | Ü |
DF_SACHB_DURCHWHL | Clerk Tel. Extension | Ü |
DF_SACHB_TEL | Clerk telephone complete | Ü |
DF_SACHB_FAX | Clerk fax | Ü |
DF_SACHB_MAIL | clerk Email | Ü |
DF_SACHB_HANDY | Clerk cellphone | Ü |
DF_LICENSEE | Licensee | Ü |
DF_ADDRESSFIELD | Recipient address | A, P |
DF_FIRSTNAME | First name for private recipient addresses | A, P |
DF_LASTNAME | Last name for private recipient addresses | A, P |
DF_STREET | Street address of the recipient | A, P |
DF_LOCATION | Place recipient address | A, P |
DF_ZIP | Postal code recipient address | A, P |
DF_AP | Name of contact person | A, P |
DF_AP_TEL | Telephone contact person | A, P |
DF_AP_FAX | Fax contact person | A, P |
DF_AP_MAIL | Email Contact Person | A, P |
DF_AP_HANDY | Cell phone contact person | A, P |
DF_CUSTOMER | Client (short code) | P |
DF_NAME | Client (long specification) | P |
DF_SUPPLEMENT1 | Client (addition 1) | P |
DF_SUBJECT | Subject | P |
DF_PROJECT | project title | P |
DF_PROJECT_NO | project title | P |
DF_OBJECT | Object description | P |
DF_OBJECT_NO | Object number | P |
DF_LV | LV designation | P |
DF_LV_NR | LV number | P |
DF_POSITION_NO | Position number | P |
DF_POSITION_BEZ | Position designation | P |
DF_EXECUTION PLACE_STREET | Street including house number of the place of execution | P |
DF_EXECUTION PLACE_ZIP | Post code of the place of execution | P |
DF_EXECUTION_LOCATION_LOCATION | Place of execution | P |
DF_EXECUTION PLACE_SUPPLEMENT | Addition of the place of execution | P |
DF_BAUBEGINN_PLANT | planned start of construction of the construction site | P |
DF_COMPLETION_TO | agreed completion date of the construction site | P |
DF_BAUBEGINN_AM | actual start of construction on site | P |
DF_BAUENDE_AM | actual completion of the construction site | P |
DF_LVSUM | Net sum of the course | P |
DF_LVSUMME_GROSS | Gross sum of the course | P |
DF_LVSUMME_TAXES | VAT of the LV | P |
DF_BRIEFANREDE | Salutation correspondence | A |