CiviOffice 1.0-beta1

This is the first (beta) release of the CiviOffice CiviCRM extension.

CiviOffice allows you to use DOCX files as document templates in many CiviCRM workflows. It also features development interfaces that allow programmers to integrate CiviOffice with other extensions.

Features

• organize templates organization-wide or individually
• use CiviCRM tokens, with an overview page of all available tokens as user help
• insert "live snippets", i.e. text portions to be inserted into the document during the creation process (a full-fledged document editor might be introduced at a later stage)
• create documents and activities for single contacts as well as many contacts ( search result action)
• create documents and activities for contributions, participants, memberships and cases (implemented as search result actions), enabling users to access data for contributions, events, participants, memberships, cases etc. via tokens
• convert to .pdf or export as processed .docx
• integrate with de.systopia.donrec to create cover letters for donation receipts
• integrate with de.systopia.mailbatch to send emails with personalized attachments (search result actions for contacts and contributions)
• APIs
• (X)HTML to OOXML conversion to allow for simple formatting within tokens (also a workaround for missing Smarty syntax)
• PHP 8 compatibility

See the documentation for more information.

See the 1.0 milestone for a list of known issues.

Thanks to all contributors. Substantial funding came from Deutsche Stiftung für Engagement und Ehrenamt. Funding for further development is welcome and needed, though.