Creating a document

Last modified 07:45, 24 Apr 2017

Overview

The Document tab is used to create and maintain a database of documents that relate to a contact or a clientStoring links to documents this way gives the practice a central place to easily find information related to any one particular contact or client at any one time. 

Create a document

  1. Click Contacts  File:dirname/central/040_Contacts+and+Clients/170_How+to.../130_How+to+create+a+document/bttn_contacts.gif or Clients  File:dirname/central/040_Contacts+and+Clients/170_How+to.../130_How+to+create+a+document/bttn_clients.gif on the toolbar.

  2. In the Find Contact or Find Client window, in the Search for field, enter search criteria, and then click OK or press the [Enter] key.

  3. On the search results list, double-click the record you want to view details for.

  4. On the Contact or Client page, click the Documents tab.

  5. On the Task Bar, under Tasks, click Add document  File:dirname/central/040_Contacts+and+Clients/170_How+to.../130_How+to+create+a+document/icon_add_doc_from_temp.gif . 

  6. In the Add Document window, If you want to address the document to an associate of the selected contact, click in the first list box and select the associate. Otherwise you can accept the default addressee or type the addressee details directly into the Address Line 1 and Line 2 fields.

  7. If you want to change the default location where the document will be saved, click the Ellipsis File:dirname/central/040_Contacts+and+Clients/170_How+to.../130_How+to+create+a+document/bttn_ellipsis.gif.

  8. On the Save As window, select the path where the document will be saved.

NOTE

The default location for the document is based on the Maintenance > System > Document Creation Settings.
  1. Enter a Description for the document.

  2. On the templates list, click the template you want to use for the document.

  3. Click OK. The new document opens in MS Word ready for you to enter the contents.

  4. Save and close MS Word when you have finished with the document.
    The new document is listed in the Document tab where you can edit it if required.

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