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Selecting document layout

Introduction

The Document screen is displayed once the  icon at the Layout field is clicked.

Fields

Note: It is possible that not all the columns in the overview are displayed. You can add or delete columns as required. For more information on how to customize the displayed columns, see Inserting and deleting columns.

Search

Click this to search for a document layout based on the search criteria.

Clear

Click this to clear the search criteria.

Rows

Type the number of rows to be displayed for each screen. If you have set the default number of rows to 5, then 5 rows will be displayed. Therefore, if you have more than 5 rows listed, you will see the Previous and Next buttons.

Previous

Click this to return to the previous screen.

Next

Click this to go to the next screen.

Filter

Select the required option to filter the search that starts with or contains a certain letter or word.

Document

Type a full or partial document code to search for the document layout. The document is based on the document defined at document settings (go to System ➔ General ➔ Settings ➔ Document settings, click on the  icon at Letter under the HRM section, select a document, and then click Open).

Description

Type a description or part of it to search for a document layout that matches this description. The description is based on the Subject defined when saving the document in Exact Synergy Enterprise.

Buttons

Select

Click this to select a document layout that you want to use.

Note: This button is enabled only if a document layout is selected.

Open

Click this to view or modify a document layout.

Note: This button is enabled only if a document layout is selected.

New

Click this to create a new document layout.

Close

Click this to exit.

Related document

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 30.046.762
 Assortment:  Date: 01-04-2021
 Release:  Attachment:
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