Creating a new document text
The list of document texts makes work with the program quick and easy. You can add them to the Document texts register according to your needs.
This chapter shows how to create a new text code (ID).
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CASE SUMMARY
The person responsible wants to add new text for a complaint to the Doc. texts register. This is done as follows:
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Opening the list of document texts
- Adding a new document text code
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1. Opening the list of document texts
To open the Doc. texts register, the person responsible clicks Registers | Doc. texts from the main menu.
This opens the Doc. texts register, where all payment methods entered in the program are displayed. To create a new entry, the person responsible clicks the button New in the top right corner of the window.
2. Adding a new document text code
This opens a new form with empty fields where the person responsible enters the data for the new document text.
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HINT
When a new code is created, the field status automatically changes to Active.
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In the field Code, the person responsible enters field a code that does not yet exist in the Doc. texts register, in this case: 07.
In the field Description, the person responsible enters a short code name: Claim.
In the field Text, the person responsible enters the text to be used in the reports. In this case, the person responsible enters the text as shown in the image below.
The person responsible finishes creating the new document text code by clicking the button Save.
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WARNING
In the field Code, the program does not allow creating a duplicate code. If a code already exists, the program returns the message: Text with this code already exists.
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