Redirecting to default login.. User Guide: Documents and Notes
  1. Home
  2. Features
  3. User Guide: Documents and Notes

User Guide: Documents and Notes


This demonstrates how to navigate the Documents and Notes panels in Resware.


  • Attach two documents to the file.
    • Click Attach.

  • Use Shift or Ctrl and select any two documents from the desktop or a folder and click Open.

  • If the Delete from Local box is checked, the document will be deleted from the computer after it’s uploaded.  If this isn’t desired behavior, uncheck this box.
  • Select the Document Type for each document.
  • If Internal, Approved, Public, and/or Secured are set as default settings for the selected document type, the corresponding boxes will be automatically checked.  Adjust these settings as necessary.
  • Enter a Description for each document, if desired.
  • Click Save.
    • The documents will be uploaded to the file.

  • Confirm the two documents are saved to the Documents tab of the file.

  • Create documents on the file from templates that exist in Resware.
    • Click Create.

  • Select a Category.
  • Select two or more templates by clicking in the Select box next to the template Name.
  • Click Create Selected.

  • Resware will open each template selected and any merge fields in the document will be populated based on information from the file.
  • Proof, edit, and complete all necessary details for each template.
    • NOTE: Do not edit anything that’s in a merge field or the merge field will no longer function.

  • Click Add-Ins in the Word toolbar to open the Resware tools.
  • Save and close each template by clicking on the arrow under Add-Ins to access the rest of the tools and using the Update All Docs & Close icon in the Resware tool bar or the red “X” in the upper right corner of each template.

  • Confirm that the documents have been saved to the Documents tab of the file.

  • Combine several documents into a PDF package.
    • Select multiple documents using Shift or Ctrl and selecting the documents.
    • Click Combine to bundle several documents into a single PDF package.

  • Use the Move Up and Move Down buttons to arrange the document order.
  • Assign the Result File Name
  • Assign the Result Document Type.
  • Enter a Description, if desired.
  • Click Create.

  • Confirm the PDF package saved to the Documents tab of the file.

  • Associate a document to an action. This is useful when documents and actions are related, such as relating an action that’s for generating a specific document to the document.
    • Select any document and then click Associate.

  • Set the Item Type to Action.
  • Set the Item to the any action.
  • Click OK.

  • Go to the Actions tab to confirm that the Docs column for the selected action shows that there is a document associated to the action.


  • Add a note to the file.
    • Click New.

  • Enter a Subject.
  • Type the body of the note in the Note field.
  • Click Save, Close.

  • Confirm the note was attached to the file.

  • Associate a note to a document. This may be beneficial to provide more details about the document.
    • Highlight a note click Associate.

  • Set the Item Type to Document.
  • Set the Item to the any document.
  • Click OK.

  • Find the document and confirm the Notes column shows that the note is associated with the document.

  • Send a note as an email.
    • Click New.

  • Enter a Subject.
  • Type the body of the note in the Note field.
  • Click Save, Send.

  • Select a recipient.  Emails can be sent to partners, buyers, sellers, internal employees, teams, or non-Resware email addresses.
    • For this example, DO NOT send to partners or other employees.
  • Click Send. This will generate the outgoing email.

  • Confirm the note/email is displayed on the Notes tab of the file.

Updated on April 26, 2022

Need Support?

Can’t find the answer you’re looking for? Don’t worry we’re here to help!
Contact Support

Submit a Support Request