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Maintaining layouts: Inserting text fields

Menu path

System > General > Settings > Documents settings

Introduction

A Layout screen will be displayed when you click on any of the fields on this screen. You can insert a text field to a layout by selecting Insert followed by Text field from the menu displayed when you right-click on the particular layout. Alternatively, you can click Edit on the menu bar of the layout maintenance screen, and then select Insert followed by Text field to add a text field to the layout.

What version are you using?

The information in this document is applicable to product update 503. If you have a lower version, certain features explained here will not be applicable.

How do I insert text fields?

  1. In the Documents settings screen, click on any of the fields to display the Layout screen.
  2. A list of layout names and descriptions will be displayed. For some of the layouts, a column named Covering letter will also be displayed.
  3. Select an existing layout and click Edit to open and edit the existing layout.
  4. Right-click anywhere on the layout, point to Insert and click Text field.
  5. Alternatively, click Edit on the menu bar at the top of the screen and point to Insert, and then click Text field to add a text field to the layout.
  6. In the Text screen, select the block where you want to add the text field at Block.
  7. Define other relevant fields accordingly.
  8. Click OK.

Fields

Buttons

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 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.522.704
 Assortment:  Date: 01-03-2024
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