11. Document Design Manager - E-Mail Settings Datafile Software Document Design Manager - E-Mail Settings The E-Mail Settings option allows you to configure default message details if the document is printed to E-Mail. (This option is not available for all documents – for example cheques ... Read More
12. Document Design Manager - Print Preview and Test Print Datafile Software Document Design Manager - Print Preview and Test Print You can preview the document to the screen or the printer from the File pull-down menu. Selecting the Print Preview option shows the document on screen. You can use the scr... Read More
13. Document Design Manager - Parameters Datafile Software Document Design Manager - Parameters The parameter options available differ for each document and are essentially unchanged from the previous designer. Navigation within the parameter screens has been changed however. Firstly, ... Read More
14. Document Design Manager - Moving, Deleting and Amending Items Datafile Software Document Design Manager - Moving, Deleting and Amending Items You can move an items position by selecting it with the mouse and dragging it to where it’s required.If the ‘Tools’ option ‘Snap to Grid&rsqu... Read More
15. Document Design Manager - Inserting New Items Datafile Software Document Design Manager - Inserting New Items To insert a new item position the mouse where you wish to insert the item and press the right-button on the mouse (hereafter described as right-click). A menu appears for you to sel... Read More
16. Document Design Manager - Setting and Applying Font Defaults Datafile Software Document Design Manager - Setting and Applying Font Defaults As discussed earlier when you first convert a document a font of Courier New is assigned to existing items – which is similar to how the document would have printed... Read More
17. Document Design Manager - The Document Design Toolbar Datafile Software Document Design Manager - The Document Design Toolbar Before discussing the specifics of designing a document, you should review the document design toolbar which has some changes from the old designer. The toolbar has the opti... Read More
18. Document Design Manager - Page Set-up Datafile Software Document Design Manager - Page Set-up When a document is first converted (or created) you are asked to enter/confirm selected page set-up details. Paper Size – offers a drop-down list of paper sizes available. Select the pape... Read More
19. Document Design Manager - Converting A Document Datafile Software Document Design Manager - Converting A Document Whenever you open an existing document that was designed using the old designer you will be asked to convert to the new layout. To convert to the new style select ‘Use New D... Read More
20. Omit Refresh of Pricing Datafile Software Omit Refresh of Pricing If you enter the customer account code at the end of an account or cash sale order then the system applies the customer’s standard pricing structure (price band and matrix entries) to the entries o... Read More