I am hoping this is in the right place. AFter managing to get the community edition installed I've been spending some time setting it up. My set up is very simple. WHat I had hoped to do was sort something out for the following. I take and make a lot of calls during the day and want to be able to type up notes on them. Now I could open a word file for instance that already has a template (for instance spaces for who, where, phone number, date, etc), fill out the gaps and then upload it. What I had hoped to do instead was create a document that I could use over and over in OKM instead. I think templates may be the key here, at least I'm hoping it is. I've worked through the wiki on it but am still a little unclear. I've added the Bird Name template to the property groups.xml to get a feel for it. But I'm not sure what I do with the text file created in the creating text templates section. CAn anyone walk me through this please?
Also does it then store the details in a document that can be retrieved?
Many thanks in advance.
Also does it then store the details in a document that can be retrieved?
Many thanks in advance.