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Creating a Document

Adding a New Document

Click the Add button to display the Add New Document pane. Select the desired page size, orientation, base font size and unit of measure. The base font size is used in the document as the basis for all font sizes. When a font size is selected, fonts in document will be a percentage of selected font size. Design dimensions (rulers etc.) and margins can be displayed in inches or centimeters. Select the desired unit of measure form the Dimension In dropdown.

adding a new document

Setting Page Size

The document page size is selected from the Page Size drop down and consists of standard document sizes as well as a custom size selection. To set a custom page size choose "custom" from the page size dropdown and enter the desired width and height in the input fields. Width and height should be entered in the same units as selected in the "Dimensions" dropdown.

setting custom page size

setting custom page size

setting custom page size

Setting the Document Group

The Group dropdown displays the current user and the user's groups. A document saved under the user's name will be a private document that can only be accessed by the user. A document saved under a group will be available to all users in the group. The user that creates a document is considered the document owner. Only document owners and members of the administrator role can delete or modify a document. A user that has access to a document can load the document for editing and save it under another name.

selecting document group

Base Table

Base table selection is critical part of the document creation process. The Designer joins tables based on defined relationships. The base table should be the most granular data item desired for the document. For example, if an invoice document - complete with line items, customer etc. is desired - the base table selection would be the line item. The Designer will build a relationship tree similar to the example shown below:

document design table based tree structure

To select a base table click on the table icon to display the table selection pane. The table selection pane displays tables by datasource. The datasource name is displayed as a blue header bar.

selecting document base table

After completing the Add New Document entries the Select Document Columns pane will display. For more information on the Select Document Columns pane go to Select Pane section of this document

selecting document table columns

Editing A Document

Click the Edit button to edit a selected document. The Designer will open the document in Design mode. See the Design Help section of this document for more information on document design. Click the Delete button to delete a selected document. You will prompted to confirm the delete.

document output design pane

deleting a document

Running a Document

Click the Run button to run a selected document. The document will execute and the results will display in a browser window.

running a document