Chapter 4. Maintaining documents Document Manager 2015
Word from template
Excel
Text
Note: You are able to prevent users from creating new documents of specific types. Refer
to Chapter 2, "Option Settings" for more information.
The "New File" window will open.
3. Type in the name of the new document (without the extension), and click OK.
The "Document Manager" will open the program used to create the document type. For example, it will open Microsoft Word to create a Word document, and Notepad to create a text document.
Note: If the document type is HandiSoft RTF, the HandiSoft Document Editor will open.
4. Edit the new document as required, and then save it and close the editing program.
Your new document will now be saved in the selected folder or sub-folder.
Creating a hyperlink document
You need not physically store the document file in the Document Manager area. Instead, you can create a hyperlink to any file you can access on your computer or network. You can even link to an Internet web site. In the Document Manager you can access the hyperlinked document in same way that you would any locally stored document.
1. Highlight the folder or sub-folder to which you want to add the new document file.
2. From the File menu, point to New Document, and click Hyperlink
Note: You are able to prevent users from creating new hyperlinks . Refer to Chapter 2,
"Option Settings" for more information.
The "Add Hyperlink" window will open.
Figure 35: The "Add Hyperlink" window
3. On the "Add Hyperlink" window, type in a descriptive name and the link details.
4. Click OK.
Your new hyperlink document will now be saved in the selected folder or sub-folder.
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