Server Side Admin Tool Using MS Sharepoint
Templates for letters including autotext and macros are saved on the server where they are automatically version controlled.
Windows software (in this case the Integra Desktop Client) query the server (here via web services) to find what documents can be created for the current stage of a workflow process. The correct template is then pulled from the server and prepopulated with the customer's details. As can be seen above the letter is automatically created with a bar code that represents that customer and business process . The server will later be able to read the bar code and associate the document with the correct customer.