DriveWorks Solo 22

Documents

Documents

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

To Add a Document from a Template

To add a document:

1. Click the Add button on the command bar to launch the Create Document wizard.

   

2. Choose the required document type from the Documents list in the Create Document wizard.

   The available templates are:

   • BOM Template Document
   • Covering Letter Template Document
   • Quotation Template Document
   • Quote Document (Français)
3. Enter a name for the Document in the field below the Documents list.
4. Click Finish.

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.