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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
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