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The RTF Document Creator

The RTF Document Creator

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Published by TOPdesk
Using the RTF Document Creator in TOPdesk. Create neat letters, receipts and forms.
Using the RTF Document Creator in TOPdesk. Create neat letters, receipts and forms.

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Published by: TOPdesk on May 30, 2012
Copyright:Attribution Non-commercial Share Alike


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he RTF Document Creator lets you
create text and calendar les. RTF (RichText Format) is a le format with which you can add formatting such as fonts andimages, as well as plain text. RTF is supportedby various text processing applications,including Microsoft Word.The link between the RTF Document Creatorand TOPdesk enables you to create documentswith attractive layouts. What’s more, youdon’t have to copy or retype informationmanually.
How does the RTFDocument Creator work?
The RTF Document Creator works with atemplate le. In this le, you use tags toindicate the text that should be replaced.Once this is done, the RTF Document Creatorwill generate a new text le, using key wordsto replace the tags with the correspondingvalues (key values). This data is retrieved fromthe TOPdesk Event Management module.
The RTF Document Creator has many
applications. For instance, you can uploadthe generated text le to the correspondingcard, or save the le and send it as an emailattachment. The RTF Document Creator usesgeneric text les, so it is also possible tocreate iCalendar les (.ics).
The RTF Document Creator can also be used
for specic versions. For instance, you canconvert the date les of tags that start with‘ics_’ into the UTC time zone needed foriCalendar. It is also possible to convert eldnames in RTF documents to barcode-128,generating scannable bar codes.
Step 1: Create a templatefle in a word processor
Create a template. You can use a wordprocessor such as Microsoft Word for this.a) Insert the TOPdesk values you want toreplace as tags, such as:
b) Save the document as an RTF le in the‘bespoke-work-resources’ folder (whichyou will have to create manually).c) Zip the ‘bespoke-work-resources’ folderand upload it to TOPdesk as bespoke work.
Step 2: Create an HTTPrequest in TOPdesk
TOPdesk controls the RTF Document Creatorwith an HTTP request action, which you cannd in the Event Management module. Youcan also use this module to determine whichtemplate is used and whether the generateddocument should be linked to the card (seegure 2).
This article outlines the use of the RTF Document Creator in TOPdesk. With thisadd-on, you can create neat letters, work receipts and distribution forms based ondata saved in TOPdesk.
…is a consultant and team leader at TOPDesk. He specializes in technical issuesand optimizing processes.
Patrick Mackaaij
Robin Kuijs

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