eformity.net allows you to create documents, presentations and standard e-mails, but also so-called content documents (documents with one or more standard text blocks) and Excel workbooks. Which options are available depends on the choices your organisation made. Throughout this article we will refer to all these options simply as documents.
To create a document, you must first open the main screen:
In first image the main screen in Word is displayed. In the second image the main screen in the web browser is displayed.
Note You will only see the options that are available in the Office product you are working in. So when you open the main screen in Word, you will only see the avaiable Word templates.
On the right hand side you see the documents that are available. Select the document either by:
- double-clicking it, or
- clicking it once and then clicking the Execute button.
After having selected a document, you will almost always get an input screen. Enter all the necessary information in this screen. If available, use the buttons or arrows to select data from datasources (like address books) or from drop-down lists. Required fields are marked by *.
Note Some documents require more information than can fit on one input screen. In that case there will be two or more pages to fill in. Use the buttons Next and Previous to navigate these pages.
After having filled in the input screen, click on OK. The document is created with the information you entered and with your sender details. Once the document is created, you can complete the document in Word.