Documents Menu

Note that this menu is only available if the Word Processing volume is present.

This function provides a link with the WP volume. Please refer to the WP chapter for comprehensive details of this screen’s operation. Selecting this function will bring up a blank screen for you to create a new Document. Enterprise 6 will create a Document Code for you which will automatically be brought in to the Document Code field in the Diary screen when you return.

This function enables you to modify an existing document prior to sending it to the Company represented in this Diary Item.

The function takes its cue from the Code entered in the Document field on the Diary screen. Note that the WP volume contains batch Document printing facilities, should they be required.

On the Documents entry screen there is a ‘Standard’ check box. This is meant to indicate that given Documents are frequently used as a standard lketter, or template, on which others are based. Clearly Standard Documents should not be edited with such abandon as normal ones because then the standard could be destroyed. Consequently, if you are in the Diary and you select a Document Code of a Standard Document and then use the ‘View Document’ option on the menu, you are asked: ‘This is a Standard Document. Are you sure you want to view and edit it?’. The default button is New, which takes you to a new copy of the Document, whereas View allows you to edit the original.

You can find all Standard letters by typing “S” or “s” in the Document field. This presents the list of Documents automatically sorted by Code, and can optionally be sorted by Heading. As an alternative to selecting all Standard Documents with the initial “S”, one can also search on eg LET, which brings up a list that shows all documents with this prefix, then click on the ‘Standard Only’ check box to reduce the list to just Standard Documents. Click on a line to select one. A final alternative is to type “S:LETCODE”. Enterprise 6 will remove the “S:” and search for “LETCODE”. “LETCODE” could, of course, be such as would find more than one document. In this case, the search is restricted to Standard Documents only.

This function prints the Document whose Code has been entered in the Document field on the Diary screen. If the Diary Item is Done and a Document has previously been printed, using this function will effectively reprint the Document, using the original Letter Date. Note that the WP volume contains batch Document printing facilities, should they be required.