DriveWorks Solo 15: Documents [send feedback...]

Introduction

DriveWorks Solo has the ability to create HTML documents from templates whenever a project is run.


Documents

To Add a Document from a Template

To add a document:

  • Click the "Add" button on the command bar.
  • Choose a template from the template list on the Add Document wizard.
  • Give the new document a name.
  • Click "Finish" to add the document to the project.

Please see the following links for more information on the available templates:

Quotation Template Document

Quote Document (Français)

To Edit a Document

When a document is created from a template, DriveWorks Solo creates variables for the different fields in the document that can change.

The variables that are created will generally be in one of two categories - one called Common which contains values which can be shared between documents, and another with the same name as the document which contains values which are specific to the document.

To Rename a Document

To rename a document, select it in the list of documents and click "Rename" on the command bar. You will now be able to change the document name. Alternatively, double click the document name to begin editing.

To Delete a Document

To delete a document, select it in the list of documents and click "Delete" on the command bar.

To Preview a Document

To generate a preview of a document, select it in the list of documents and click "Preview" on the command bar.

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