Difference between revisions of "ProDon:Duplicating a Master Document"

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{{Header_ProDon | 1 | 4.6.5.6 | Nadia Carrier | | 2011/07/12 }}  
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{{Header_TOC}}<br>
  
 
== Introduction  ==
 
== Introduction  ==
  
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When master documents already exist (e.g. thank you letters, canvassing letters, etc.), it is possible to duplicate them to create new merge documents.
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When master documents already exist (e.g. thank you letters, solicitation letters, etc.), it is possible to duplicate them to create new merge documents.  
  
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== Duplicate a master document ==
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== Duplicating a Master Document  ==
  
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From the software home page, click on the "Mailings" menu, and select "[[Image:Bouton document maître.png]] Master documents".<br>
  
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{| cellspacing="1" cellpadding="1" border="1" style="width: 535px; height: 523px;" class="wikitable"
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|-
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| colspan="2" |
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The "Master document management" window opens. In the "Active documents" tab, all the active master documents will be available.
  
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== Duplicate a '''''Logilys''''' template ==
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|-
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| colspan="2" | [[Image:Duplicate master documents 001.png]]
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|-
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the master document to duplicate.
  
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the&nbsp;[[Image:Bouton dupliquer.png]] button.
  
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|}
  
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<br>
  
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{| cellspacing="1" cellpadding="1" border="1" style="width: 384px; height: 262px;" class="wikitable"
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|-
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|
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The "Edit/View master document" window opens.
  
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|-
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| [[Image:Duplicate master documents 002.png]]
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|-
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|
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''Rename the document (by default, the software names the duplicated document "Copy of ...").
  
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|}
  
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<br>
  
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Configure and then edit the document using the [[ProDon:Master Document Management|"Master document management"]] procedure.
  
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{{Footer_ProDon}}
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== Duplicating a '''''Logilys''''' Template  ==
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 +
From the software home page, click on the "Mailings" menu, then select " [[Image:Bouton document maître.png]] Master documents".<br>
 +
 
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{| cellspacing="1" cellpadding="1" border="1" style="width: 546px; height: 460px;" class="wikitable"
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|-
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| colspan="2" |
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The "Master document management" window opens. Go in the "Logilys templates" tab, which contains a list of master document templates provided by '''''Logilys'''''.
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|-
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| colspan="2" | [[Image:Duplicate master documents 003.png]]
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|-
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the master document to duplicate.
 +
 
 +
| width="50%" |
 +
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the [[Image:Bouton dupliquer.png]] button.
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|}
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<br>
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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|
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The "Edit/View master document" window opens.
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|-
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| [[Image:Duplicate master documents 004.png]]
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|-
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|
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''Rename the document (by default, the software names the duplicated document "Copy of ...").
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|}
 +
 
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<br>
 +
 
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Configure and then edit the document using the [[ProDon:Master Document Management|"Master document management"]] procedure.<br>
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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|
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After renaming the document, it can be found in the "Active documents" tab.
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|-
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| [[Image:Duplicate master documents 005.png]]
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|}
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<br>
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{{Footer_ProDon_Version|4.6.5.6}}<br>

Latest revision as of 08:40, 5 May 2016

Duplicating a Master Document

Introduction

When master documents already exist (e.g. thank you letters, solicitation letters, etc.), it is possible to duplicate them to create new merge documents.

Duplicating a Master Document

From the software home page, click on the "Mailings" menu, and select "Bouton document maître.png Master documents".

The "Master document management" window opens. In the "Active documents" tab, all the active master documents will be available.

Duplicate master documents 001.png

A: Select the master document to duplicate.

B: Click on the Bouton dupliquer.png button.


The "Edit/View master document" window opens.

Duplicate master documents 002.png

C: Rename the document (by default, the software names the duplicated document "Copy of ...").


Configure and then edit the document using the "Master document management" procedure.

Duplicating a Logilys Template

From the software home page, click on the "Mailings" menu, then select " Bouton document maître.png Master documents".

The "Master document management" window opens. Go in the "Logilys templates" tab, which contains a list of master document templates provided by Logilys.

Duplicate master documents 003.png

A: Select the master document to duplicate.

B: Click on the Bouton dupliquer.png button.


The "Edit/View master document" window opens.

Duplicate master documents 004.png

C: Rename the document (by default, the software names the duplicated document "Copy of ...").


Configure and then edit the document using the "Master document management" procedure.

After renaming the document, it can be found in the "Active documents" tab.

Duplicate master documents 005.png


Document name: ProDon:Duplicating a Master Document
Version : 4.6.5.6


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