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iAdvise Docufy T ABLE OF C ONTENTS 1 2 3 4 5 Introduction .......................................................................................................................... 4 1.1 Preface ........................................................................................................................... 4 1.2 What can you expect from Docufy? ................................................................................ 5 1.3 What is already possible in Docufy? ............................................................................... 5 Installation ............................................................................................................................ 6 2.1 Software requirements................................................................................................... 6 2.2 Installation ..................................................................................................................... 6 Exploring Docufy ................................................................................................................... 8 3.1 Folders ............................................................................................................................ 9 3.2 Documents .................................................................................................................... 11 The first report ..................................................................................................................... 13 4.1 Create a folder and document (Start) ............................................................................ 13 4.2 Select data (What?) ....................................................................................................... 15 4.3 Create templates (How?) ............................................................................................... 19 4.4 Request a preview (Preview) .........................................................................................24 4.5 Retrieve a report (Run) ..................................................................................................26 Detailed example .................................................................................................................29 5.1 Position .........................................................................................................................29 5.2 Development ................................................................................................................. 31 5.2.1 Create a folder and document (Start).................................................................................... 31 5.2.2 Select data (What?).................................................................................................................... 31 5.2.2.1 Orders ......................................................................................................................... 31 5.2.2.2 Customers .................................................................................................................. 34 5.2.2.3 Items (List) ............................................................................................................... 36 5.2.2.4 Items (table) .............................................................................................................. 37 5.2.2.5 Product available...................................................................................................... 39 Table of Contents Docufy - User Manual Version: 01.01 2 - 60