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apps Training: Convert a Template Walkthough 6

Convert a Template Walkthough 6 - Wordwallah Quote 6/6 - Bonus Introduction to Automating Your Proposals

The sixth of six walkthroughs that take you through the step by step process of converting an APPS FOR OFFICE TEMPLATE into your branding using the Wordwallah quote as an example.

This walkthrough introduces the topic of business rules. Business rules can be applied to a letter, heading, word, paragraph, chapter, or a few of any of these - they are a very versatile way to manage your content and have a team of people generating documents for different customer requirements even when they don't know much about your business - you can just give them a flow chart to follow!

In this walkthrough I demonstrate the best way to define business rules and apply them to your content - this then allows your document to be automated by selecting customer-centric options and can save you hours (and some of hour customers report days) every time you create a document.

We are currently evolving a formal training on this topic which will take you through simple business rules through to complex multi-layered business rule applications.

Check out the third and fourth Convert a Template webinars for more detail and theory on the advanced techniques used in templates; the first and second sessions will help know what you need to do to quickly get a template ready when time crunched.

When Wordwallah's principle, Mike Holland, usually creates a quote he decides which members of his team are being pitched. He then needs to either remove the people who aren't relevant from the starting document (his quote template) and edit their profile descriptions down so they don't include experience that is not relevant for the current job, or add new people. This six part series converts our APPS FOR OFFICE proposal template to the Wordwallah branding, and then the Wordwallah content structure. We then mark the template up and set the business rule criteria to allow Mike to automate quote creation - saving him at least a couple of hours each time he creates quotes. (Duration 60 minutes)

While this walkthrough topic is not covered in the Convert a Template sessions, the third and fourth sessions cover thesubject matter that is useful to know as a pre-requisite for this walkthrough: Convert a Template Session 3

and Convert a Template Session 4

Click the REGISTER button below to register you interest for the advanced Business Rule training, or to book your place at a Convert a Template session - you can attend either in person or via webinar.


About the Author : suzySuzy first started building templates for business authors in the late 1980s when she moved from being a research officer, and a document author, to work with IT. Her first job was to build templates for her ex team members who were given PCs to replace their dictaphones. Microsoft's Word for Windows had just come out. Since then, she has always looked at how to make it easy and intuitive for business authors with little to no training in using MS Word to create brand quality documents; that is the goal - and she is happy to hear what you think works or doesn't work in her template build decisions.View all posts by suzy

  1. suzyd
    suzydFebruary 10, 2014

    Thanks for watching this walkthrough. Looking forward to hearing your feedback.

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