Print using MS Word

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Many documents in TOM (offers, invoices  etc.) can be printed in MS-Word through a *.dot template.

The Word templates included in the TOM software package can be widely edited in terms of layout.

 

You will find the templates in a TOM sub-folder

Documents folder /__Templates

This path is defined in User Settings >Forms >General  .

 

Concept

TOM writes field values from its database into bookmarks and tables in the Word templates. TOM will first open the template, transfer the text and save the file (e.g. "Inv_R1331.doc") to a certain folder automatically. At the same time it opens it for you to check and edit if necessary.

For instance, an invoice will be saved to "\Documents\Invoices", which is the same folder as the one of pdf copies (other forms accordingly). The printed Word document is given the same prefix as the corresponding pdf copy, and you can define those prefixes in User Settings >Forms >Invoice ... (or other).

The templates are standard Word template files  (*.dot).
 

Requirements

The WORD printing feature depends on two valid file paths:

hmtoggle_folder0 Templates folder: contains the  *.dot templates for invoices, offers etc. (see above)

hmtoggle_folder0 Documents folder: contains sub-folders, in which invoices, offers etc. are saved by default.
   
 
[User Settings >Forms >General]

 

Customizing the MS-Word templates

The templates can be modified quite freely. However, there are some issues to be considered.

Font, font size and style can be edited freely
Layout elements (logos, graphics etc.) are optional
table characteristics (frame, background, column width and text alignment) can be changed, but not the number and order of columns!
table size (i.e. the number of rows) should ideally correspond to the maximum possible size of invoices or other forms. E.g., if your invoices are never longer than one page it will be unnecessary to maintain a three-page table in the template. This will cause no harm, but it takes some extra time each time you print (see below).
When you shift bookmarks in Word, make sure you are shifting the ENTIRE boolmark
MS-Word displays bookmarks in brackets []. Use Word's Extras menu ( >Extras >Options >View) to make them visible or to hide them.
If you do NOT want a certain value in TOM to appear on your Word form simple delete the corresponding bookmark in the respective Word template.
Always make backups of your Word templates, especially in the beginning -- working with bookmarks is rather tricky
Whatever changes you make to your templates -- do not rename them! The file names in the template folder may not be changed.