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    .docx Form Letter templates

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    • B
      BrandonK6644 last edited by

      We utilize the form letters templates to create shells for prosecution items among other things. Given that the PTO is moving to docx format for everything, I would LOVE the ability to create those templates in docx instead of rtf. It would save us one step.

      I'd also love to be able to automatically generate a template within a task when the task is generated. Is that possible?

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      • S
        SadiqA2304 @BrandonK6644 last edited by

        @BrandonK6644 said in .docx Form Letter templates:

        I'd also love to be able to automatically generate a template within a task when the task is generated. Is that possible?

        +1 for this request - automatically adding documents to tasks would be a great time saver.

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        • RichardS3059
          RichardS3059 @BerndN5890 last edited by

          @BerndN5890 How did the DOCX fill go wrong? I had a problem where the fields in the header weren't being filled and fields in the body were filled, but followed by the last letter of the field name and a ). That problem was supposedly fixed.

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            BerndN5890 @admin last edited by

            @admin DOCX seems buggy. Saved the same form letter as DOCX and RTF. The RTF template fills correctly, the DOCX template does not.

            RichardS3059 1 Reply Last reply Reply Quote 0
            • RichardS3059
              RichardS3059 @admin last edited by

              @admin When did this get added? I never realized that docx was doable as a template.

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              • B
                BrandonK6644 @admin last edited by

                @admin Well I missed this! Thank you!

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                • admin
                  admin last edited by

                  Hi there-
                  You can create form letter templates using .DOCX. You have the ability to create them in .docx or .rtf.

                  https://support.appcoll.com/form-emails-and-letters/generate-form-letters-for-matters?from_search=89368330

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