Defining Document Creation Settings

Last modified 19:28, 1 Apr 2013

Overview

You can define the location and format of client and contact documents on the Document Creation Settings window.

Define Document Creation Settings

  1. From the main menu, select Maintenance > Documents > Document Creation Settings.

  2. In the Document Creation Settings window, enter or edit the following details:

  • Client Algorithm: The client algorithm is stored in the *. ini file. The default client algorithm is displayed in this field. You can change the client algorithm.

  • Contact Algorithm: The contact algorithm is stored in the *. ini file. The default contact algorithm is displayed in this field.  You can change the contact algorithm.

  • Assignment Algorithm: The assignment algorithm is stored in the *. ini file. The default contact algorithm is displayed in this field.  You can change the assignment algorithm.

  1. When you have finished making changes, click File:dirname/central/070_Maintenance/060_Documents/010_How+to+define+Document+Creation+Settings/bttn_ok.gif to save and close the window.

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