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.

Enter a Name.
Select Group option from the drop-down.
Switch default set to No.
Switch default set to No.
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.