Seamlessly Integrate CMI with the Template Chooser.
Connect your CMI business processes directly to your Microsoft 365 templates—automate personalized documents and reduce manual work.
Trigger From CMI.
The user selects a business case in the CMI Web Client (e.g., registering a new resident) and launches the document creation process directly from within the workflow.
Choose a Template.
The Template Chooser embedded lets the user select from the latest, centrally managed Word or PowerPoint templates—no file searching or version confusion.
Data-Powered Personalization.
CMI automatically injects business data (e.g., name, address, service level) into the template. The Wizard opens the document in Microsoft 365 for final adjustments, ready for sending or archiving.
Microsoft 365 Apps
CMI Integration Benefits
Benefits that enable smarter, faster, and fully personalized document creation, right in your business workflows.
Live Business Data
Keep documents accurate by automatically using up-to-date information from CMI.
Zero Manual Input
Avoid human error by eliminating copy-paste and repetitive field entry.
Template Compliance
Always use the correct template version—ensuring on-brand, legally correct communications.
Simplify complex document workflows, turning multi-step processes into just a few clicks, while maintaining data accuracy and brand integrity.
Empower Their Branded Communication
CMI Integration Makes the Difference!
See how templates are selected from within the CMI Web Client, pre-filled with resident information, and finalized using the Wizard—all without leaving Microsoft 365.
Discover the Template Chooser integrated into CMI, plus start your Free Trial for any officeatwork App in our Portal!
On-Brand Documents Conencted to Real-Time Data.
The integration between CMI and officeatwork ensures every document reflects the latest internal data and organizational standards. From government to business, this automated process saves time, improves quality, and reduces risks.
Get started today and integrate the Template Chooser Embedded with CMI, enabling your organization to streamline communication, stay compliant, and work smarter. Contact us to learn more.
