Goal

In this section, we will look at how to use the plugin configured in the previous step.

Prerequisites

To use TemplateAttachmentPlugin, you need to have completed the steps in the previous section.

Choice of document template

First of all, you need to have a GEC_Step2_ToBeProcessed task assigned to you. If it does not already have a document attached to the Response attachment, then you will see the following icon appear in the area provided for the attachment:

You will then have a choice of templates. Select the template that meets your needs, then confirm your choice.

Modifying a document in Microsoft Word

When you validate the desired document template, a new folder is created in FlowerDocs. The content of this is a file in Word format generated according to the selected template.

This file is then saved locally and can be edited directly in Word and then updated on FlowerDocs. If the Microsoft Word plugin is installed on your computer, the file will be opened in Word and you can update it on FlowerDocs directly from Word.

The only thing left to do is to save the task or apply a reply to it for the attachment to be taken into account.