Document Editor Features Available in HTML5. it just makes sense

Transcription

1 Document Editor Features Available in HTML5 it just makes sense March, 2018

2 Document Editor Features Available in HTML5 As part of the 5.2 release, the Document Editor is now available in HTML5 and provides the same functionalities that are also available in Silverlight: Creating Letter, , and Text Documents Creating a Financial Arrangement Document Using Spellcheck Importing a Document Exporting a Document Using Save As Deleting a Document Restoring a Document Printing a Document The Document Editor manages the document templates created for letters, s, texts, and financial arrangements. IMPORTANT: The term Document refers to a document template, which is used to generate letters that reuses static content from the document template and allows users to insert merge fields to customize the letter. HTML5 Document Editor HTML5 Document Editor 2

3 Silverlight Document Editor Creating Letter, , and Text Documents 1. From the Home menu, click Document Editor under the Letters heading. The Document Editor opens with a blank, untitled document. 2. Under the File menu, select New. A dropdown list displays with the options to create a New Letter, New , New Text, or a New Financial Arrangement document. 3. Select one of the following options: New Letter; New ; or New Text. Note: Creating a New Financial Arrangement is covered in the following section. 4. Click the mouse in the body of the blank document. The blinking cursor displays. 5. Type any static text in the body. 6. Using the mouse, position the cursor the where the merge field should be inserted and click the mouse. 7. Click Mail Merge and Insert. A dropdown list displays with different categories of merge fields. Note: The Financial Arrangement category is only available when a new financial arrangement document is selected. HTML5 Document Editor 3

4 8. Select the merge field to be inserted where the cursor is positioned. 9. Repeat adding merge fields until all desired of fields have been inserted. 10. From the File menu, click Save As. 11. Enter a descriptive name for the document, select the desired location, and click Save. Creating a Financial Arrangements Document 1. From the Home menu, click Document Editor under the Letters heading. The Document Editor opens with a blank, untitled document. 2. Under the File menu, select New. A dropdown list displays with the options to create a New Letter, New , New Text, or a New Financial Arrangement document. 3. Select New Financial Arrangement. 4. Click the mouse in the body of the blank document. The blinking cursor displays. 5. Type any static text in the body. 6. Using the mouse, position the cursor where the merge field should be inserted and click the mouse. 7. Click Mail Merge and Insert. A dropdown list displays with different categories of merge fields. Note: Unlike a new letter, new , or new text, the Financial Arrangement category displays. 8. Select Financial Arrangement. Merge fields for a Financial Arrangement displays. HTML5 Document Editor 4

5 9. Select the merge field to be inserted where the cursor is positioned. 10. Repeat adding merge fields until all desired of fields have been inserted. 11. From the File menu, click Save As. 12. Enter a descriptive name for the document, select the desired location, and click Save. Using Spellcheck Silverlight Silverlight s Document Editor has a Spelling button under the Review menu to start spell check. HTML5 In HTML5, spellcheck is done in real-time instead of being triggered by a button. See the following steps: 1. In the Document Editor, open a document with text. Automatically, misspellings are underlined in red. HTML5 Document Editor 5

6 2. Move the mouse anywhere in the document and click. The flashing cursor displays on the document. 3. Right-click the mouse. A menu displays, providing spelling standard spellcheck options. 4. Do one of the following: Select the desired spellcheck option. Click Spelling to spellcheck the entire document. Importing a Document 1. From the Document Editor, click Import. The Open dialog box displays. 2. Locate the file and select the file. 3. Click Save. The file displays in the Document Editor. Exporting a Document 1. From the Document Editor, click Export. The following options display: 2. Do one of the following: Click Open to open the file without downloading it. Click Save to download and save the file to your local drive. HTML5 Document Editor 6

7 Using Saving As 1. From the Document Editor, open the desired file to save with a different name while maintaining the original file and name. 2. From the File tab, click Save As. The Save Document dialog box displays. 3. Enter the name of the document, select the location for which this document will be available, and click Save. Note: Offices with multiple locations may want to have customized documents for each location. The original file is saved and the new file displays in the Document Editor window; the title of the Save As document displays in the title bar. HTML5 Document Editor 7

8 Deleting a Document 1. From the File tab in the Document Editor, click Delete. The Delete dialog box displays. 2. Select one or more (using Shift and Ctrl keys) documents. 3. Click Delete. The dialog box closes and the document(s) is deleted from the server. HTML5 Document Editor 8

9 Restoring a Document 1. From the File tab in the Document Editor, if a document needs to be restored, click Restore. The Restore Documents dialog box displays. 2. Select one or more (using Shift and Ctrl keys) documents. 3. Click Restore. The dialog box closes and the document(s) is restored and available on the server. HTML5 Document Editor 9

10 Printing a Document 1. From the File tab in the Document Editor, open the desired document to be printed. 2. Click Print. The Print dialog box displays. 3. Select the printer and page range. 4. Click Print. HTML5 Document Editor 10