I thought it would be better to create a new thread, since my understanding of what I can and cannot do with regards to templates is an important factor in the consideration of getting AC.
We do a lot of workman's comp, and one of the things that we will need to do is to fill out a lot of forms. As I understand it, the system is not compatible with Microsoft Word. Exactly what forms to the files need to be in in order for the templates to be importable? Is Microsoft Excel the only allowed file form? I played around with it, trying to create a document-type template within Excel, but when I tried to import it I was told it wasn't the right file format. Hand-filling out the old forms and scanning them in to the system is just more work; besides, the adjusters already have a hard enough time reading the handwriting of one of my partners...
Has anyone found a program that will allow one to create a document-type of template that will be importable?
Thanks,
Melanie
