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How to add a new document from a template

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  1. On the main toolbar click the Suppliers File:dirname/pm/030_Suppliers/140_How+To.../090_How+to+add+a+new+document+from+a+template/Supplier_button_on_main_toolbar_SMALL.gif button.
    The Find Suppliers page is displayed.

  2. In the Search for field, type in the name (or part of the name) of the record you want.

  3. Click OK or press the [Enter] key.
    The results that match your search criteria are listed in the window.

  4. Double–click the record you want to open.
    The Supplier page for the selected record is displayed.

  5. Click the Documents tab to display it.  The Document icons are displayed in the top left area of the window.

    File:dirname/pm/030_Suppliers/140_How+To.../090_How+to+add+a+new+document+from+a+template/doc_window.gif

  6. Click the first icon,  Add a new document based on a template File:dirname/pm/030_Suppliers/140_How+To.../090_How+to+add+a+new+document+from+a+template/add_doc_icon.gif. The Add Document window opens.

  7. Select the Addressee from the drop-down list. The drop-down list includes all the relationships defined in the Associated tab.

  8. If you have set up a salutation for the supplier, it will be displayed in the Salutation field. If required, you can modify it.

  9. If you have set it up, the addressee's Mailing Name will be displayed in Addressee Line 1.

  10. If you have set it up, the Supplier's Mailing Name will be displayed in Addressee Line 2.

  11. The Main address entered in the Detail tab displays in the Address field. To select a different address, click the arrow File:dirname/pm/030_Suppliers/140_How+To.../090_How+to+add+a+new+document+from+a+template/expand_arrow.gif in the extreme right of the field to expand the pick list of addresses.

  12. The Location field displays the default location where the new document is to be saved. These defaults are defined in the Maintenance>System>Document Creation Settings. To modify or define the Location for the new document , click the browse button File:dirname/pm/030_Suppliers/140_How+To.../090_How+to+add+a+new+document+from+a+template/Ellipsis_button.gif.

  13. Enter a brief description of the document in the Description box.

  14. From the list of Templates, select the template you would like to use for the new document.

  15. Click OK.
    The document is created in MS Word, opens in a new window and is listed in the Documents tab.

Related Topics

About Suppliers

How to search for and open a supplier record

The Supplier page

How to view supplier details

The Documents tab

How to add a new document template

How to add a link to an existing directory

How to add a link to an existing document

How to remove document links


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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