Managing Templates

In the Context "Templates", various templates for documents, e-mails, and texts are managed centrally.

• To ensure a consistent appearance in external communication, templates are created that comply with the CI/CD. If anything changes in the CI/CD, the affected templates can be adjusted and made available in the system again.

• Recurring information should be captured in a structured and consistently uniform way. Templates are used, for example, when capturing visit reports or when describing projects, to support users by providing them with a template that they "only need to fill in".

The templates can be captured in a language-dependent manner to communicate with contacts in their preferred language. Technical and personalizing placeholders are filled with the required system data at runtime, and the finished document is generated.

For the respective processes, templates are made available in the system without media disruption:

• Communication by letter – templates in the "Documents" tab

  Example

  • Individual letters, serial letters
  • Service letters
  • Documents for offers, invoices, etc.

• Communication by e-mail – templates in the "E-Mails" tab

  Example

  • E-mails, bulk mails
  • Digital signature
  • Signatures and reply mails for handling service cases

• Content templates – templates in the "Texts" tab

  Example

  • Project descriptions, project ticket descriptions, and post descriptions
  • Content templates for activities
  • Text modulars