Details
-
Type:
New Feature
-
Status: Done/Fixed
-
Priority:
Major
-
Resolution: Fixed/Completed
-
Affects Version/s: 4.7
-
Fix Version/s: 4.7.10
-
Component/s: Core CiviCRM
-
Labels:
-
Documentation Required?:User and Admin Doc
-
Funding Source:Paid Issue Queue
Description
Provide an alternate output flow for Letter / Document creation as follows:
- User creates DOCx or ODT templates containing CiviCRM tokens
- When user selects "Documents- merge / print" (replaces "PDF letters - print" action) - they have a new option to upload a DOCx or ODT template
- If template is uploaded - the WYSIWYG editor is hidden (template content can not be modified) - and if supported by library, a preview of the template is viewable.
- On submit, tokens in the template are replaced by values from the selected records and a file with the documents in specified format is output.
NOTE: Consider providing a mechanism for users to 'store' the templates (blobs / attachments) in CiviCRM for future 'selection'.
