How templates work
Introduction
A template is a useful tool that can be used in different contexts within SoftExpert Suite. It is designed to meet the need for creating and managing standardized files that ensure consistency in the creation of documents, forms, e-mails, and other procedural items.
Benefits
- Reduced time and effort: templates speed up the creation of new content, eliminating the need to start from scratch.
- Consistency: they promote uniformity in organizational communications and records.
- Control and management: they centralize the administration of standardized files, ensuring greater control over their versions and associations.
- Customization: they meet the specific demands of different processes and work flows.
Shall we?
Follow the flow below to use a template successfully:
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