Editing document data records

The Create document window opens after you have selected a template in the Create document from window.

Important information

The behavior of fields and the way they are displayed depends very much on the edition you are using, and your administrator's settings.

Creating and editing documents

On the General tab in the data record window, you can enter any important information on the document.

Additional functions are available to you on other tabs.

Special functions for documents

A range of different functions and menus make document management easier.

Special fields in document lists display archive file types and also who is currently editing the document.

You can save documents as templates.