new document

Within the DATAflor You can create construction files with the help of other applications (e.g. Microsoft Word, Microsoft Excel).

1. First open the desired program area (eg address manager, project management) and mark the entry in the directory tree for which you want to create a new document.
2. Then open the tab Documents and click in the menu New.
3. Select in the dialog Create document Vorlage with any file type.

   During the Template management Numerous functions are available to you, e.g. creating new templates, importing existing templates, managing templates in categories, etc.

   

   The templates can be saved in a Favorites-Compile list. To do this, right-click on a template and Add to Favorites. The favorites are always displayed at the top of the tree and are therefore quickly accessible.
   

4. Store on the tabs Documents and Details the necessary information about the document (see Document information).
5. Click on [OK] the document is opened for editing. The appropriate software for editing is recognized based on the file type used.

   Exception is the file extension here *.MEMO. With this you create a document in the construction file without creating a file. These documents only contain document information.

6. A generated document is opened from this template. Make changes or additions to the document if necessary.
7. After the Save of the document, the document becomes the LV, object, project and the client in the project management and becomes the client address in the address manager and the address of the user logged on when printing out on the tab Documents displayed.