Difference between revisions of "ProDon:Master Document Management"
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== Configuration of a document == | == Configuration of a document == | ||
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| + | By clicking on the [[Image:Button Edit.png]], [[Image:Button add plus.png]] or [[Image:Bouton dupliquer.png]] buttons in the "Master document management" window, the "Edit/View master document" window opens in so that you can configure the document. | ||
=== Main screen === | === Main screen === | ||
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
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| − | | colspan="2" | | + | | colspan="2" | [[Image:Master doc management 002.png]] |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
| − | | width="50%" | | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Allows you to name the document. This name will be used throughout the software. |
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| + | <br> | ||
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| + | | width="50%" | '''<span style="color: rgb(255, 0, 0);">B: </span>'''If this option is activated, the document will have to be produced individually (one client at a time and not in a massive way). | ||
|- | |- | ||
| width="50%" | | | width="50%" | | ||
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| + | <br> | ||
| − | + | ==== Types of documents (Complementary to the previous step <span style="color: rgb(255, 0, 0);">G</span>) ==== | |
| − | ==== Types of documents (Complementary to the previous step <span style="color: rgb(255, 0, 0);">G</span>) ==== | ||
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
| − | ! scope="col" | Type of document | + | ! scope="col" | Type of document |
! width="50%" scope="col" | | ! width="50%" scope="col" | | ||
! width="50%" scope="col" | | ! width="50%" scope="col" | | ||
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|} | |} | ||
| + | <br> | ||
| − | + | <br> | |
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=== "Merge fields" tab === | === "Merge fields" tab === | ||
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
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=== "Link" tab === | === "Link" tab === | ||
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
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=== "Summary" tab === | === "Summary" tab === | ||
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For more information concerning summaries, click here. | For more information concerning summaries, click here. | ||
Revision as of 11:10, 13 July 2011
Contents
Introduction
The creation of the software master documents is integrated by Microsoft Word. The merge fields are selected from the software and are automatically sent to Word to prepare the document. The master document management allows you to create, modify, activate or deactivate the master documents.
Presentation of the management screen
| |
|
A: Allows you to create a new document. |
B: Allows you to duplicate a document in order to use it as a template for a new document. You simply need to select the document to duplicate, then click on that button. |
|
C: Allows you to edit a master document. You simply need to select the document to edit, then click on that button. |
D: Allows you to activate or deactivate a document in order to place it in the "Active documents" or "Deactivated documents" tab. |
|
E: Allows you to delete a master document. You simply need to select the document to delete, then click on that button (however, this option is not recommended; it is best to deactivate a document rather than deleting it). |
F: Allows you to produce the document in a specific language. However, if the option "Use a document no matter what language" has been chosen for the document, there will only be one button. |
|
G: This tab contains the active documents available for use in the software. |
H: This tab contains the documents provided by Logilys as references. It is possible to duplicate and modify them as needed. |
|
I: This tab contains the deactivated documents not available for use in the software. |
J: This tab contains the master documents of "Receipts" type. |
Configuration of a document
By clicking on the 
, 
or 
buttons in the "Master document management" window, the "Edit/View master document" window opens in so that you can configure the document.
Main screen
| |
|
A: Allows you to name the document. This name will be used throughout the software.
|
B: If this option is activated, the document will have to be produced individually (one client at a time and not in a massive way). |
Types of documents (Complementary to the previous step G)
| Type of document | ||
|---|---|---|
"Merge fields" tab
"Link" tab
"Summary" tab
For more information concerning summaries, click here.
Edit a document
