This program allows users to create standard documents that can be used for a variety of purposes, including standard letters, Emails and formal documentation.
Please refer to the Grid Views for how to use the Standard Documents grid view. In addition to the standard features described in the link, the following options are available:
•Add New - this can be chosen from the Toolbar and will display a blank Standard Document Details page ready for the data to be entered for a new standard document.
•Delete - this can be chosen from the Toolbar and will allow the standard document to be deleted subject to confirmation.
•Edit Document - this will open the standard document in the Document Editor and allow editing of the document including inserting fields from the chosen Template (e.g. Client Contacts) that will automatically be converted to data for the relevant Client, Client Contact, Job or Employee.
•View Details - this can be chosen by double clicking the mouse on a row, or by right clicking the mouse over a selected row and choosing View Details, and will display the Standard Document Details for the selected type.
