About Print Templates
Prerequisites: The following components must be installed on the Talisma Client computer:
• MS Word 2016 (32 / 64-bit or later)
• Visual Studio 2010 Tools for Office Runtime
• Microsoft .NET Framework 4.8
A Print Template enables you to print details of a Talisma Object item in a customized and user-friendly format. You can create a Print Template that can be used by your Team to perform specific tasks such as:
• Interacting with Contacts by sending responses through postal mail or facsimile in a standardized format
• Printing letters to dispatch to Contacts
• Printing purchase and billing details
• Printing label information that will assist your organization to dispatch bulk mailers or postal packages
You can perform the following operations on the Print Template Object:
• Inserting and Removing Object Properties
• Creating and Inserting Conditional Merge in a Print Template
• Editing Conditional Merge Details
• Generating Documents using a Print Template
• Categorizing a Print Template
• Performing a Conditional Merge
• Formatting Content in the Conditional Merge Dialog Box
• Creating Interactions Using a Print Template
• Previewing Target Details Using a Print Template
• Setting Properties For a Print Template
• Copying the Item View of a Print Template
• Copying the Item View of a Print Template
• Deleting a Conditional Merge