Create the Custom Document

Top  Previous  Next

Steps:

 

1) Go to the Main Screen -> Settings -> Configuration -> Template Management

 

2) Select the "Manage Custom Documents" Button

 

3) Click the "Add new Template" link

 

customdoc1

 

 

4)  Enter details about the new document / template

 

customdoc2

5) Finally click the "Create" button and then click "Next" to define the questions

 

customdoc3

 

 

6) In the design view you can position the curser and then select the print mark representing the data you want to be inserted. The design of the layout can be altered by using a HTML WYSIWYG Editor. The created template can be found in the following folder: C:\Businessflow-Online\Docs\......

 

customdoc4