Documents and Letters Templates
The system provides out of the box word templates ready for use without any updates, however, the user can Edit / Create any more templates the business needs. The templates have the following features:

• Contains bookmarks to be replaced with data fields
  The user needs to create bookmarks in the (.rtf) file and use the application to assign a piece of information to each bookmark. When a document (letter) is created from this template, the bookmarks will be filled with the appropriate data before printing/Saving.
• Bookmarks can be filled with variety of information
  The contents of a bookmark could be a data field / calculated field / typed data / List automatically populated.
• Template can contain any images / fonts / colors...etc
  
• Printing the company logo and/or company name and address is optional and defined as system parameter.
  
• User can allocate special templates to special actions (like retainer agreement printing)
  
• The Templates can be duplicated
  
  

Documents Management
Documents are files added to the system. The source could be one of the following:

• Created from Templates
  User can use any defined template to create a document (correspondance), save/print it.
• Scanned from paper document
  The system has the facility to scan documents (one or more pages) / Save them / log them in the database for document management
• Copied from a file
  The system has the facility to copy documents / Save them / log them in the database for document management