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Document texts

The Doc. Texts register/tab opens either when clicking Registers | Doc. Texts in the main menu, or from the Registers on the Doc. Texts tab.

The window can be divided into two sections:

  1. Command line – with an important action button:New.
  2. List of document texts – the biggest part of the screen with document texts and their data, shows directly after selecting Doc. texts in the menu.

 

1. New doc. text

On the left, the command line lists all the registers as clickable tabs. On the right, you can find a button specifically for the Doc. texts register: New.

Clicking on this button opens a panel for adding a new document text to the register.

The command line now changes and shows the buttons Save and X (Cancel).

Active

Enable this toggle button to mark that a text is active and can be used on documents.

Code/Item

4-character alphanumerical code of the document text.

Description

Description for this document text (max. 200 characters).

Text

Max. 100-character long text that will show in the footer of documents (order, packing slip, invoice, etc.).

After entering all the required data, click on the  (Save) button in the upper-right corner of the panel.

 

2. List of doc. texts

You can search through the list of document texts in the Search field.

The list of texts enables sorting and filtering by condition in the following columns:

 

 

Active

A  (tick) marks active texts, i. e. texts available to be shown on documents.

Code

A 4-character alphanumerical code of the document text.

Name

The text that shows in the footer of an order, a packing slip or another document, and can be max. 100 characters long.

Description

Description of the text (max. 200 characters).

 

 

 

 

 

 

 

  

     


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