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Using EasyDocs

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EasyDocs is a method of creating document templates, which has been built upon the Document Generator feature in TeamConnect. EasyDocs allows you to create Document Generator templates without having to manually code the XML tags.

Instead, you create an RTF file with mail merge fields and then perform mapping to TeamConnect data in the user interface, using a Data Mapping tool.

See Locating the Data Mapping Tool for more information.

EasyDocs helps speed up the process of creating document templates by eliminating much of the potential for human error, because you do not have to manually code the XML tags.