Table of contents
No headers

Learn more about page titles
How to add a new document template

Last modified 08:03, 24 Apr 2017
Table of contents
No headers

 

  1. On the main toolbar, click the Suppliers button File:dirname/pm/030_Suppliers/140_How+To.../100_How+to+add+a+new+document+template/Supplier_button_on_main_toolbar_SMALL.gif.
    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 to search for.

  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.../100_How+to+add+a+new+document+template/doc_window.gif

  6. Click the second icon, Add a new template File:dirname/pm/030_Suppliers/140_How+To.../100_How+to+add+a+new+document+template/add_new_temp.gif. An MS Word template opens in a new window.  In addition to the standard MS Word features, the template contains an additional drop down list:

    Insert Merge Field
    .

  7. Select the fields you would like to use in the document template and then save the template in the location defined in the templates path set up in the Back Office>Maintenance>System>Document Creation Settings.

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 from a 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.

Page statistics
72 view(s) and 2 edit(s)
Social share
Share this page?

Tags

This page has no custom tags.
CCH Practice Management

Comments

You must to post a comment.

Attachments

 

 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |