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PM Methodologies

4 registered users

in last 24 hours

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

Categories: Extension Requests (Contents)