Creating external documents

Creating external documents

An external document can be just about any program that allows you to paste text into the document. Applications such as Microsoft Word™, Microsoft Excel™, WordPerfect™, and Lotus 1-2-3™ are all supported applications. The purpose of an external document is to allow the user to create a document with data from RentalDesk and then edit it, format it, or make changes. Before you can begin to use the external documents, you will need to configure the settings for the application you are using.

To use the external document, you will need to decide which information you will want to transfer to your external document and begin by printing the report that contains that information. For instance if you would like to add some text to a quote for a specific customer, then you would print the quote.

Once the report is viewed on screen, you would then select

from the data buttons. The information is now copied to the clipboard.

the report.

Then choose morebutton2

and a new document is created in the document tree:

Once the document is created press the

button and your application will open. Simply choose paste and the information from the report is then pasted. Save your document and close your application.

Delete a document

Click on the document in the tree and press the

button.

Revise a document

If you wish to edit your document, you can simply select the document and press the

button. However, you may wish to keep a record of your original document. So instead of opening an existing document, choose the

button and duplicate of your existing document will be created which you can then edit.