Documents - Creating a New Document


Step     Action

  1.       Select {Settings} and then select {Documents} under Communications.

  2.       Select {New}. A New Document Template page will open.

  3.      Complete the fields.

Field
Description
Name
Enter a Name.
Group
Select Group option from the drop-down.
Active
Select Yes or No from the drop-down.
Default
Select Yes or No from the drop-down.
Document Entry Field
Enter document details.

Note: For HTML resource information and details on document HTML Tags for use in DocketManager, see the Document HTML Tags  folder.

To add a Document Template:

1. In the bottom left corner of the document entry field click on the <> HTML Text  icon. 

This will switch you from the default Design mode (pencil icon) to Text-Edit mode.


2. Open the text file for the template you've chosen to add.


Note: To locate a document template, see Document Template Folder.

You might be prompted to select a default text editor on your local machine.


3. Copy the entire document and paste it into the document entry field (ctrl+a ctrl+v on PC CMD+a CMD+v on Mac).


4. Select {Save}. The page will now show the name of the new document.



  4.      Select {Save}. The page will now show the name of the new document
          confirming that the document has been saved.
 

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