Insert Metadata Properties and Document Templates

The FYB InfoInsert provides users with the ability to quickly and easily insert metadata properties from Micro Focus’ Content Manager into Microsoft Word documents, and generate new documents from templates, streamlining document creation and enabling your users to work more efficiently

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InfoInsert

Using the FYB InfoInsert will provide the following benefits:
  • Insert system generated metadata into your documents quickly and easily, providing consistent identification numbers for your internal and external customers to reference
  • Electronic signatures can be inserted into your documents on the fly, saving time and resources as you no longer need to print documents for signature and then scan back into Content Manager
  • Saves users time, as they no longer need to go back to Content Manager to retrieve metadata properties for insertion into documents
  • Allows for the central creation and management of templates that will automatically populate the metadata, ensuring your users are accessing the most recent format and templates whilst saving them time

What's new in v4.3.1?
  • InfoInsert has been made compatible with Content Manager 10.x
  • Templates can now be accessed from brand new Word documents that have not yet been saved to CM
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Prerequisites

  • Content Manager 9.3x, 9.4x, 10x
  • Each user must have a default dataset set in Content Manager
  • Microsoft Office 2016 - 2019
  • Content Manager client installed on the users machine
Click here to learn more about the current supported versions

Training Courses

Looking to increase uptake and overall knowledge of the FYB InfoInsert? Training courses are available to provide skills to your staff in the use of FYB's InfoInsert.

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Australian Made and Owned

FYB apps, add-ins and connectors are now certified Australian Made and each proudly carries the ‘Australian Made’ brand.
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Other Add-ins

The FYB Enhancement Suite includes:

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See how simple and effective the InfoInsert is for your users.  Contact us today to organise a demonstration and subscription pricing.

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