Beta Released Scheduled 04 Nov 2019
New Features
Document Communications
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The standard ‘Document Register’ report type includes the wbDocumentRegister001-Generic Document Register format that displays:
A. Email – Recipient and Subject information. This is only visible in the after it is sent; and is not visible on preview.
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The Category Hierarchy provides the customisable classification for a Document Type. Access this from the ‘Category Hierarchy’ page'Category Hierarchy' from the System Setup - Documents - Category Hierarchy menu.
• Select the ‘Document Register’ category as this is the base for all document type. If the ‘Document Register’ category does not exist, then use the [+ New Category] button.
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• The order of items can be change by dragging the respective folder icon using the hand icon, or the sub levels expanded / collapsed by clicking the caret.
Document Type Email Template Setup
Use the [+ New Template] button to create a new email template or click on the respective template name to edit. Although an email template can be shared across document types it is recommended that a separate template be created for each document type for clarity. Access 'Document Type Email Templates' from the System Setup - Documents - Register Email Templates menu.
A template consists of:
• Name – unique name that is displayed when listing email templates for selection. This name must be unique to these templates.
• Subject – the email subject that is defaulted for this template.
• Body – the email body that is defaulted for this template, which supports basic html formatting as supported in the editor.
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The Document Type associates the respective element for the type. Access this 'Document Register Type List' from the ‘Document System Setup - Documents - Register Type List’ pagemenu.
• Type – This is the Category as setup in (B).
• Template – Select the Email Template as setup in (C).
• Report Type – You can use the ‘Document Register’ report type or the custom type is defined.
• Default Details – This is the default document body for this document type. Basic html formatting is available.
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