You can control what data from Mabdeck is used in a range of documents and other correspondence using placeholders.
Placeholders are available for:
- Welcome Letters or Key Facts information
- Credit Control
- Direct Debit Correspondence
- Credit Notes
You can also access the latest guide from Docmosis explaining how to construct and design your documents to effectively use placeholders. We recommend creating templates in LibreOffice, which is opensource and free software.