Moebius Limited invites you to their event

Creating a Document Template

About this event

Templates enable you to generate standardised documents quickly and accurately using data saved in Moebius to populate the documents, for example company names, addresses, directors etc. In this webinar, you will learn how to create a template from a Word specimen.

You will learn:

  • How to create folders for Templates
  • How to create a template from a Word document
  • How to choose the correct template type
  • How to use the different Dataset Options
  • How to test a Template
  • How to generate a document from a template

Who should attend: anyone who wishes to learn how to create document templates and use them in Moebius.



Hosted by

  • Team member
    T
    Claire Philpott

    Experienced Senior Business Consultant with a demonstrated history of working in the information technology and services industry. Skilled in Business Process, Technical Writing, Software Development, Team Leadership, and Project Management.

Moebius Limited

Delivering Efficiency

Software solutions for fiduciary companies, legal practices, professional services providers and compliance professionals. Solutions include: Corporate Management, Compliance Management, Document Management, Legal Practice Management.