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.
You will find the templates in a TOM sub-folder
Documents folder /__Templates
This path is defined in User Settings >Forms >General .
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).
The WORD printing feature depends on two valid file paths:
Templates folder: contains the *.dot templates for invoices, offers etc. (see above)
Documents folder: contains sub-folders, in which invoices, offers etc. are saved by default.
Customizing the MS-Word templates
The templates can be modified quite freely. However, there are some issues to be considered.