Template management

Efficient correspondence with templates

With templates you can handle your daily correspondence quickly and effectively. Under Edit → Templates / Files you can create and manage templates for emails, letters, forms and brochures centrally.

• Creation & management: Explained in this section .
• Daily use: Information on this can be found in section Customer communication.

What templates are available? 

To achieve the best result for your documents, the system distinguishes between different formats:

• Email & Word: You manage these templates directly in the template management.
  • Notice: Please note that the creation and customization of Word templates and individual Word templates is no longer supported by our support team.
• PDF letter templates & PDF brochures: These are created in PDFdesigner . However, you will find the finished PDF letter templates based on these designs in the template management.
  • Our recommendation: Preferably use PDF letters. These offer more stable formatting and a more modern look than classic Word documents.
• PDF form: The basis is a PDF form file prepared outside of onOffice, which is uploaded to onOffice and provided with macros.
• Interactive brochures: The configuration of the interactive web brochures is explained separately in a separate section .