Difference between revisions of "ProDon:Duplicating a Master Document"
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== Introduction == | == Introduction == | ||
| − | When master documents already exist (e.g. thank you letters, | + | 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 | + | 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 | ||
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| − | The "Edit/View master document" window opens. | + | The "Edit/View master document" window opens. |
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| − | | [[Image: | + | | [[Image:Duplicate master documents 002.png]] |
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| − | Configure and then edit the document using the Master document management procedure. | + | Configure and then edit the document using the [[ProDon:Master Document Management|"Master document management"]] procedure. |
| − | == | + | == Duplicating a '''''Logilys''''' Template == |
| − | |||
| − | |||
| + | From the software home page, click on the "Mailings" menu, then select " [[Image:Bouton document maître.png]] Master documents".<br> | ||
| + | {| cellspacing="1" cellpadding="1" border="1" style="width: 546px; height: 460px;" class="wikitable" | ||
| + | |- | ||
| + | | colspan="2" | | ||
| + | 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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| − | | colspan="2" | | + | | colspan="2" | [[Image:Duplicate master documents 003.png]] |
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| width="50%" | | | width="50%" | | ||
| + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the master document to duplicate. | ||
| + | |||
| width="50%" | | | 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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| − | {| width="200" cellspacing="1" cellpadding="1" border="1" | ||
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| + | The "Edit/View master document" window opens. | ||
| + | |||
|- | |- | ||
| − | | | + | | [[Image:Duplicate master documents 004.png]] |
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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 ..."). | ||
| + | |||
|} | |} | ||
| + | <br> | ||
| + | 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" | ||
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| + | After renaming the document, it can be found in the "Active documents" tab. | ||
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| − | | | + | | [[Image:Duplicate master documents 005.png]] |
|} | |} | ||
| + | <br> | ||
| − | + | {{Footer_ProDon_Version|4.6.5.6}}<br> | |
| − | {{ | ||
Latest revision as of 07:40, 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 "
Master documents".
|
The "Master document management" window opens. In the "Active documents" tab, all the active master documents will be available. | |
| |
|
A: Select the master document to duplicate. |
B: Click on the |
|
The "Edit/View master document" window opens. |
|
|
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 " 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. | |
| |
|
A: Select the master document to duplicate. |
B: Click on the |
|
The "Edit/View master document" window opens. |
|
|
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. |
|
Document name: ProDon:Duplicating a Master Document
Version : 4.6.5.6
