Document Type Restrictions
Overview By default, all document types are available for use in all offices. Setting office restrictions will limit the document...
Documents and Templates
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Documents: Hyperlinking
Overview This demonstrates how to hyperlink documents that are on a file within another Resware document from the Search Data... -
Templates
Overview This demonstrates how to create and manage Word and Excel document templates in Resware. Templates use document merge fields... -
Conditional Fields: Sub-Templates
Overview This demonstrates how to give Resware administrators the ability to pull formatted text and images into a document based... -
Conditional Fields: Used in Templates
Overview This demonstrates how to give users the ability to provide different information within the same template using conditional fields.... -
Documents Based on Number of Sellers
Overview This demonstrates how to dynamically create documents based on the number of sellers on a file using conditional fields... -
Documents
Overview This demonstrates how to attach documents, create documents, combine documents into a PDF package, and associate documents to actions.... -
Documents: Sending via Email Templates
Overview This demonstrates how documents are sent via an Action Email Template that gets associated with an Action. Setting up... -
Editing PDF’s
Overview This demonstrates how PDFs that have already been attached in Resware can be edited and have the changes saved... -
Restrict Document Editing
Overview This demonstrates how to utilize Word’s ability to restrict document editing in conjunction with Resware’s document templates. Adding Word’s...