FEATURES> Templates  Navigating   Instructions  Create Documents  Customise  What's New?

Creating Documents

The Generate Document command opens a new window incorporating the data from the current client forms in a formatted document. The text toolbar is now active and you can edit the document as well as changing fonts and styles. All normal cut, paste and alignment options are also available.

Change views from Forms to Document by clicking the tabs. If you need to make changes in the Client Forms, just generate the document again to refresh the window.

Preview the Document. Change zoom settings and check the position of page breaks - you can make spacing adjustments in the Document View before printing.

Save the final document - indicate the document type in the name of the saved - each client may have several different documents generated and saved from the same information file. Once saved final documents can be reopened in this window for minor editing.

FEATURES> Templates  Navigating   Instructions  Create Documents  Customise  What's New?