View - Contact - Contact Management
In the contact card you can print out various types of documents directly for the respective contact.
Via the Standard Document button
located in the toolbar at the top of the contact card you have access
to a number of default document templates that can be used to create standard
documents for a contact.
How to print out a default document for a contact
Click the Standard
document button.
Select the required document template from the list.
Select a Contact Person from the drop-down list.
Select the preferred printout media from the Send to drop-down list.
Click OK.
The document will now be printed, with the
contact information filled in automatically.
Note! When you use the Standard
document button a document card
will be created. and the documents will be available from the Document
module as well as via the Documents
tab in the contact card.
Read more about: