Document Manager 2015 Installing and implementing Best Practice
4. Click in the large panel on the left hand side of the screen and type B to highlight the Back
Button option.
5. Click on the Add button between the two panels, and click OK. This will add the back button to your toolbar.
Office 2007:
1. Click on the
Office button in the top left hand corner of your screen.
2. Select the Word Options button on the bottom of the menu.
3. Select Customise from the menu on the left.
4. From the dropdown menu at the top of the left hand panel, select All Commands.
5. Click in the large panel on the left hand side of the screen and type B to highlight the Back
Button option.
6. Click on the Add button between the two panels, and click OK. This will add the back button to your toolbar.
Letters
Letters have been set-up to include merge information from HandiSoft databases. Where information was not available, click and type fields have been included in the documents.
These are coloured red to enable them to stand out, but the information you type in these fields will be formatted in black.
Minutes and other forms
These documents contain click and type fields to enable easy entry of information. The fields are coloured red to enable them to stand out, but the information you type in these fields will be formatted in black.
Installing and implementing Best Practice
Follow the installation instructions that are supplied with the product.
Once you have installed the Best Practice program, you must import your Best Practice documents into the Document Manager. Follow the steps below:
1. Have all users exit from all HandiSoft Programs.
2. Start any HandiSoft program as the user Administrator.
3. Press F10 to run the Document Manager.
4. On the message window, click
OK to import the Best Practice documents immediately, or
Cancel to import them later.
Note: If you click Cancel, you can import the Best Practice documents later as follows:
From the Document Manager
Tools menu, click Import Best Practice.
You will be prompted to check that no other users have any HandiSoft programs opened.
5. Once all users have closed down all of their HandiSoft programs, click OK.
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