Insert Metadata Properties and Document Templates

The FYB InfoInsert provides users with the ability to quickly and easily insert metadata properties from OpenText Content Manager into Microsoft Word documents, and generate new documents from templates, streamlining document creation and enabling your users to work more efficiently

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InfoInsert

Using the FYB InfoInsert will provide the following benefits:

Insert system generated metadata into your documents quickly and easily, providing consistent identification numbers for your internal and external customers to reference
Electronic signatures can be inserted into your documents on the fly, saving time and resources as you no longer need to print documents for signature and then scan back into Content Manager
Saves users time, as they no longer need to go back to Content Manager to retrieve metadata properties for insertion into documents
Allows for the central creation and management of templates that will automatically populate the metadata, ensuring your users are accessing the most recent format and templates whilst saving them time

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What's new in v4.3.9?

Templates can now be accessed from brand new Word documents that have not yet been saved to CM

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Training Course

Key features:

Ability for Systems Administrators to create and manage templates centrally
Ability to insert Content Manager metadata into Word Documents, including:
- Record Number
- Record Title
- Dates
- Related Records
- Electronic Signatures for the user and any delegates
- Barcode
- Container Number and other Details
- Location information such as Author and Addressee
- Security information
- Additional fields and much more
Automatic detection of old metadata properties stored in the document to allow a user to replace old values with new
Ability to reply to a record already in Content Manager and for the relationship to be automatically created
Ability to set default date formats

Prerequisites

Content Manager 10.x, 10.1x, 23x
Each user must have a default dataset set for Content Manager
Microsoft Word 2016 - 2019
Content Manager client installed on the users machine

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Click here to learn more about the current supported versions

Why choose FYB Software?

We're proactive and consistent with product updates
Our products are continually evolving and growing to meet the needs of your organisation
We're Content Manager experts, using it every single day for our own information management
Delivering the best information governance systems and solutions is our priority
Our pricing is competitive and affordable
FYB apps, add-ins and connectors are certified Australian Made and each proudly carries the ‘Australian Made’ brand.