Generating Documents using a Print Template

Talisma enables you to generate Letters and Labels for different base objects using previously saved Print Templates.

Prerequisite - - MS Word 2016 (32 / 64-bit or a later version).

You can create and edit Print Templates documents for Talisma Objects. These Print Templates enable you to format Object details according to current business needs.

Note: Merging of properties inserted in the header and footer of a print template is not supported.

The following example depicts a scenario where base Object Properties are merged in a Print Template.

Example

You are the Marketing Manager at Ryan Inc, the agency that promotes Neptune University, you develop a Print Template that is used for sending Campaigns through postal mail. Details such as name, postal address and date of birth are automatically displayed in a format that is designed for your Campaign. The Print Template in which you merge and save Prospect details can be viewed by other Users.

The following example depicts a scenario where Object Properties are merged based on Conditions that are satisfied in a Print Template in which the value of the Template Type Property is Label:

Example

In a Label type of Print Template based on the Contact Object, you create labels based on the Name, Street1, Street2, City, State, and Country Contact Properties.

If details of the Street2 Contact Property are not available for some Contacts, labels for these Contacts are printed without a blank placeholder for the Street2 Property.

The look and feel of labels is automatically adjusted if values are not available for selected Properties.

The following example depicts a scenario where Object Properties are merged based on Conditions that are satisfied in a Print Template of type Letter:

Example

1. As the Admissions Coordinator at Neptune University, you dispatch letters to students who enroll for undergraduate courses for the forthcoming academic year. Student admissions are based on SAT scores in the SAT Score Contact Property.

2. In the Year2014 Print Template, you create and insert the SAT Call, and SAT Waitlist Conditions. Students receive letters based on their scores as specified in the SAT Score Contact Property:

◦ The SAT Call Condition: The content of this letter invites students whose SAT scores exceed 2200 to join Neptune University.

◦ The SAT Waitlist Condition: The content of this letter informs students that their applications are waitlisted as their SAT scores are less than or equal to 2200.

3. Print letters that need to be dispatched to the students using the Year2014 Print Template.

Letters based on the SAT Call Condition are printed for students whose SAT scores exceed 2200, and waitlist letters based on the SAT Waitlist Condition are printed for students whose SAT scores are less than or equal to 2200.

To Print Object Details

1. Select the record of the required Object item from your Workspace's Object Table View.

- OR -

Using the Teams, Users, or Search tab, locate and select the record of the required Object item in the Table View.

2. From the File menu, select Print from Template.

- OR -

Right-click the selected Object instance and select Print from Template from the shortcut menu.

- OR -

Double-click the relevant Object item. The <Object> window is displayed.

From the File menu, select Print from Template.

The Select Print Template dialog box is displayed. Print Templates that are created for the selected Object as the base Object are listed.

Example

You create two Print Templates called Company Format and Team Format, and set Lead as the base Object for both templates. These Print Templates are listed in the Select Print Template dialog box when it is opened from the Lead Table View or the Lead window.

3. Select the relevant Print Template and click OK.

The Print Template is displayed in MS Word. Values of Object Properties are merged in relevant merge fields of the Print Template. Further, content is displayed using settings of font color and size that were saved before the Print Template was selected. You can edit or format the document, or save the document.

4. Print the Object details by using the print feature in MS Word. Values of Object Properties and Conditions are merged based on the value set in the Language Property of the Print Template.

Note

• When values of Recordlist Properties are merged into a Print Template, their column headers are displayed in the language that was set on Talisma Client when the Print Template was created regardless of the value of the Language Property of the Print Template.

• Talisma enables you to select multiple Objects items in the Table View. To select a list of Objects items, select the first Object item, hold down the SHIFT key and select the last Object item. To select random Object items, select the first Object item, hold down the CTRL key and select other Object items.

• When you select multiple Object items in the Table View, by default, Property details of each Object item are displayed in the MS Word document in Normal View. You can change the way you want to view the merged document by selecting the appropriate option in the View menu of MS Word. For more information, see Microsoft Office Word Help.

• Double-click a Print Template listed in the Select Print Template dialog box to view it in the Print Template window. You can edit the Print Template if you have the Edit Print Template Permission.

• Printing content with a custom color configured as the background color of the print template page is not supported.