Difference between revisions of "Create A New Document"

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1) Click the Reports icon.
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1) Click the '''Reports''' icon.
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[[file:Reports_icon.png‎]]
 
[[file:Reports_icon.png‎]]
  
  
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2) On the '''View or Create a PDF''' tab, click on the New button.
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2) On the '''Documents''' tab, click the '''New''' button.
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[[file:Reports-View_Create_PDF_tab_-_AAP_selected.jpg‎]]
 
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3) If you are only going to make minor changes to the layout of the standard affirmative action plan, or other reports you can copy it, and use the copy to make slight changes. To do this check the box Copy an existing PDF layout. And chose which existing layout you want to base your custom layout on. If you want to build a PDF layout from scratch, leave this box un-checked.
 
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[[file:CreateANewPDFDoc.png‎]]
 
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4) In the '''PDF Description''' box, type in a unique name you will recognize in the list of PDFs to print.
 
  
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[[file:Reports-Documents Tab 8-8-14.png]]
  
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5) In the '''PDF Filename''' box, enter what your file should be named when you publish this particular PDF - do not enter a path or extension.
 
  
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3) Select '''Copy an existing layout''' and choose the existing layout on which you want to base your custom layout. If you want to build a layout from scratch, leave this box un-checked.
  
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6) The box '''Lock this PDFs Layout''' should only be checked after the customization has been complete to prevent accidental changes to your custom layout. (If it is checked now, it will be locked and can't be customized.)
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[[file:Create a New Document Layout.png‎]]
  
  
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7) Click save.
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4) In the '''Description''' box, type in a unique name you will recognize in the list of printable documents.
  
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5) In the '''Filename''' box, enter what your file should be named when you publish this particular documents - do not enter a path or extension.
  
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You should now see the PDF Description you just created in the list under ''PDF Document'' on the '''View or Create a PDF''' tab.
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6) Do not select '''Lock this layout''' at this point. If it is checked now, it will be locked and can't be customized.
  
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7) Click '''Save'''. The document you created appears in the '''Select a document to publish or view''' list.
  
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[[file:View_or_Create_PDF_with_Custom_AAP_selected.png‎ ]]
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[[File:Reports-Documents Custom AAP 8-8-14.png]]
  
  
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8) Next, you can edit the custom sections, using the [[PDF Section Designer]] tab.
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8) Use the [[Section Designer]] tab to edit text in the sections of your new document.  Use the [[Layout Designer]] tab to reorder the sections of your new document.
  
 
© Copyright Yocom & McKee, Inc.
 
© Copyright Yocom & McKee, Inc.

Latest revision as of 14:15, 19 August 2016

1) Click the Reports icon.

Reports icon.png


2) On the Documents tab, click the New button.

Reports-Documents Tab 8-8-14.png


3) Select Copy an existing layout and choose the existing layout on which you want to base your custom layout. If you want to build a layout from scratch, leave this box un-checked.

Create a New Document Layout.png


4) In the Description box, type in a unique name you will recognize in the list of printable documents.

5) In the Filename box, enter what your file should be named when you publish this particular documents - do not enter a path or extension.

6) Do not select Lock this layout at this point. If it is checked now, it will be locked and can't be customized.

7) Click Save. The document you created appears in the Select a document to publish or view list.

Reports-Documents Custom AAP 8-8-14.png


8) Use the Section Designer tab to edit text in the sections of your new document. Use the Layout Designer tab to reorder the sections of your new document.

© Copyright Yocom & McKee, Inc.

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