Upprätta dokument

Knyter ett dokument till raden.

1. Placera markören på raden eller raderna i tabellen aktör som du vill behandla.
2. I kategorin Hem, i gruppen Behandling, klicka på knappen Upprätta dokument.
3. Specify various parameters in the Upprätta dokument parameter dialog box.
   It contains different fields depending on where you create the document from. In the description below you will find the fields that appear if you connect the document to an associate (employee, customer, supplier, contact or prospect), appointment, resource reservation or an organisational unit (e.g. department, project, campaign)

   Alternativ	Beskrivning
   Program	The program to use when creating the document. This could be a word processor or a spreadsheet.
   Template	The template to use in the document. This could be e.g. template for letter, fax, minutes, or a spreadsheet. Tips: If you want the templates to appear in a particular sequence, you can define the sequence in the Sort.sekv.nr column in the Mallar table. You can also join the templates to a template type in the Mallar table, and join the template type to a CRM user (associate) in the Mallaccess table. This will limit the number of templates displayed for a user. Tips: You can find the various templates showing all the macros for each table for which you can create documents in the <installation path>\Visma\Business\Templates\DDE fields folder.
   Incoming	Select this check box if it is an incoming post. For example, if you have received an e-mail in Word format, save the document on the hard disk and link it to the Associate. If you wish to keep the original file name for the document, you must use the Windows open dialog box to create a link to this letter in the Dokument table. You do this in the File name field.
   Scan	Select this check box if you want this to be a scanned document. If you check the box and click OK, Visma Document Center starts, which allows you to scan incoming documents.
   Receiver	The customer you have entered in the row to which the document is joined will appear here, and you can select associated contacts in the "Att." field. If the customer number is not entered in the row, but a supplier number is, the corresponding data for the supplier is imported. The Dokumentkopplingar table is updated with the associate number of the customer/supplier and the contact. The receiver's name is inserted into the document if the template is created in that way.
   Att.	The contact names appear here. This is provided they are entered as contacts in the Aktör table. All names will appear when you click on the drop-down list to the right. You can choose a name by clicking on it. You could also enter a name directly into the field.
   Create contact	You can create a contact in the "Create document" dialog box from the Aktivitet, Aktör and Organisational units tables. When you type in a contact instead of selecting from a drop-down list, the Create contact field is selected.
   Appointment description	Here you enter an appointment description in the drop-down list. This description will appear in the Agreement book in the Description field. Anm: You create texts linked to Appointment Description in the Text table in the Create document folder.
   Create appointment	An appointment will be created when you create a new document. The appointment created is updated with the product number. Anm: The default value of the check box is based on the setting of the Skapa Ej aktiviteter vid Upprätta dokument check box in the CRM-behandling column in the Företagsuppgifter table.
   Private	Anm: This check box is selected when you enter a password.
   Document- description	You enter a document description here. This will later appear in the Description field in the documents view.
   Subject	The document subject is entered here. It is inserted in the document if your template is set up to use this field. If no text is entered in the Document description field, the text used in Subject will also be used as the description for the document.
   Inf.	This text comes from the "Inf. 1" field in the Mallar table. The information is thus placed in the Inf. 1 field in the Dokument table.
   Our ref.	Your initials in lower case are inserted in the document if your template is set up to use this field.
   Your ref.	The receiver's reference is inserted in the document if your template is set up to use this field.
   User	Your name is inserted in the document if your template is set up to use this field.
   Title	Your title. This is on the condition that the title has been entered in the Aktör table.
   Password	In this dialog box you can enter a password for the document and change the document's password. The document can then only be opened if you know the password.
   Date	The document date is inserted in the document if your template is set up to use this field.
   Group	In this drop-down list, you choose the group to which you want the merged letter to belong. The chosen document group is saved in the Dokument table. Anm: You create document groups in the Text table.
   Organisational unit	The Organisational unit button opens a dialog box allowing you to override the active organisational units. The options are suggested from the row on which the document is created. Anm: If you do not have read access to the organisational units, the organisational units will not appear in the organisational units dialog box when you select run the processing.

4. Click OK.
   The program you have selected will start, and a new document is opened. If the template has been created in this way, the information from the Upprätta dokument dialog box will be inserted into the document. If you have chosen to create the document by joining an existing file to a product or an order, the file is not opened. Only a link between the file and the product/order is created. You can edit the file later if you want to.
5. Finish the document.
   If you want to print the document, you use the normal print function in the program.
6. Save the document and close the editor.