Defining Document Creation Settings

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    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.