Document Templates

Begin with a template document that contains Word merge fields specific to the subject related to objects in ReadiNow.

Creating a new template document

To create a new template document:

1. Select Application Menu. The menu appears with available applications.
2. Select Documents. The application displays.
3. In the Left Navigation Area, select Document Library. The Document Library expands to display list.
4. Select Documents. The Documents report displays.
5. Select +NEW. The Document form displays.
6. In the File field, select the Browse button and navigate to the template document you want to upload.
7. Select Save to save the form.
8. In the Left Navigation Area, select Report Templates. The Report Templates report displays.
9. Select +NEW. The Report Template form displays
10. Type a Name for the template. Note: Ideally an action button friendly name as this is where they are used. 
11. Select a Document from the document picker.
12. Select the target Object which is the start context for the document.
13. Select Save to save.

Modifying an existing template document

To modify an existing template document:

1. Select Application Menu. The menu appears with available applications.
2. Select Documents. The application displays.
3. In the Left Navigation Area, select Document Library. The Document Library expands to display list.
4. Select Documents. The Documents report displays.
5. Select the existing template document and select ACTION. The menu appears.
6. Select Edit. The form displays.
7. In the File field, select the Browse button and navigate to the updated template document you want to upload.
8. Select Save to save the form.