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