Step 3 – Create Documents

Retrieve and Modify Saved Documents

To Start Up

• The Navigation toolbar should be visible on the screen. 
• Click the All Forms bar on the Navigation toolbar or press the Documents bar
• Click the Open Saved Documents & Resolutions icon to open the form.

The Saved Documents Form

When the Saved Documents form appears for the first time it may be empty. Documents must be saved in the word processor before titles will appear in the list. Documents can come from the Create Documents and Resolutions form or they can be pasted into the word processor and be saved

Documents are saved to the database by company name so that by clicking on one of the company tabs at the top of the form the saved documents for that company appear in the list.

If no documents have been saved for the company, ‘- Empty – ‘ appears at the top of the saved documents list.

Opening a Saved Document In The Word Processor

To view one of the saved documents double click on the document’s title. The document will appear in the word processor where it can be modified and either saved replacing the original document or saved with a different name maintaining the original document.

To email a document select the title of the document then click the ‘Press To Email Selected Documents’ button at the bottom of the form. To email more than one document hold down the control key while selecting as many documents as needed, then press the ‘Press To Email Selected Documents’ button.

When the button is pressed a new form appears with a list of people associated with the selected company.

Select the person to receive the document and press the button containing the envelope in the top left portion of the form. The documents are sent using your default email program.

To email the document(s) to more than one person hold down the Control key while clicking the names of the people who are to receive the document(s). Then press the email button.

IMPORTANT: Your email client must be MAPI compliant to use the email option. MAPI is supported by Outlook, Outlook Express, Netscape, and Eudora. The application’s email also supports.

If your email client is not MAPI compliant (like AOL) you will need to paste you documents into a message created in you email software in order to send the document over the Internet.