Letters

You can create letters based on document templates as Word documents from certain records in Aurea CRM web.

Data entered in the record is transferred to your word processor and inserted in the document.

Creating Letters

Your administrator can determine how you can create letters and which templates are available from which info areas.

To create a letter for a person, for example:

1. Select the desired template from the person’s context menu or using a predefined button. The current record is transferred to your word processor and merged with the document. The document is automatically linked to the record.
2. The document is opened in Microsoft Word. You can edit the document.
3. Close or save the Word document. The document is uploaded to the Aurea CRM database.