CHOICE OF A MODEL IN THE CREATION OF A NEW DOCUMENT

HOW TO CREATE A DOCUMENT

In the process of creating a new document (from the “new document data entry”), once all the required fields have been filled in correctly by pressing the button you will access to the choice of the model of the document:

As you can see you can create the document:

1. starting from one of the default templates for the category in question (this category templates );
2. starting from an existing document, which can be searched on the disk by choosing (check for existing document );
3. by entering in the category in question of document management an automatically created zip file from files in a specified folder (create Zip files from folder); Note: this function is not available in the web version.
4. creating a new document in Word, Excel or Openoffice (clicking blank document );
5. starting from a document to scan (From scanner )
6. starting from an existing file that you previously copied to the Clipboard, so the document is created exactly equal to that file (the Clipboard Content); This is the common way to insert in the program preexisting documents.

If you want to have the list of set models for each category, you can enable the option “show models of other categories being created” in the section “General settings” in Admin Console.

NOTE If, when you open this window, there is only the first option (models in this category), in “Documentation Management Configuration”, it means that the box “created document shows only the category templates” was ticked. To see all options of choice model, just then remove the check mark.

By pressing the button “create” or double clicking on the chosen element will be created and opened the document, and you can begin editing.