Do the following to create a new document from an existing document template for a contact or project:
Select a contact or project record.
Select New from the Action drop-down list on the Document Portal button panel to begin the document creation process. The Add a New Document window displays.
Click the All Docs tab.
Select the folder that contains the template to be used for the new document.
Enter a document title and description.
Assign Project - Use these fields to assign this document to a different project.
Assign Contact - Use these fields to assign this document to a different contact.
Click Create.
The new document opens in the appropriate program for editing. Finish editing the document and use the applications Save option to save the changes.
The Document has already
been named and filed to the appropriate location on the file server.
Do not use Save
As. If you are creating a new document for a Project,
and the Document is not a controlled
document,
you are prompted to designate where the new file should be stored (in
which folder and sub-folder).
The new document has been added to the Documents portal. You can select any listed item to open it from the file server in its native program.
You can review file specific information by clicking the listed file in the Portal row.
The
user can delete a specific file by clicking Delete
on the portal. You will be prompted to do one of the following:
Delete File and Link: Click Both to delete the file from the file server and removes the reference to that file from ArchiOffice.
Delete Link Only: Click Link to delete the reference to that file from ArchiOffice and leaves the file on the file server.
Only privileged users can delete documents from ArchiOffice.