Editable HTML template for Financial Documents

GAP:
  • Financial documents created with ]po[ can only be edited when created based on ODF template
  • When this option is used, mail will be send usually with external email application and transmission is not tracked with ]po[

Objective:
  • Provide HTML templates for financial documents that can be edited with RTE Xinha
  • Allow creation of a PDF document (optional)
  • Send HTML email with PDF attachment right out of system.


Use cases:

  • User uploads HTML template (already implemented)
  • User marks HTML template as 'editable' (categories 'aux' field?)
  • User creates financial document using editable template
  • User edits financial document using XINHA RTE
  • User previews changes made in financial document
  • User creates PDF document based on HTML template
  • User sends HTML template with PDF attachment (optional) right from ]po[
  • ]po[ creates "Content Repository" item
  • ]po[ tracks email using package intranet-mail-import


  Contact Us
  Project Open Business Solutions S.L.

Calle Aprestadora 19, 12o-2a

E-08907 Hospitalet de Llobregat (Barcelona)

 Tel Europe: +34 932 202 088
 Tel US: +1 415 429 5995
 Mail: info@project-open.com