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iAdvise Docufy IMPORTANT NOTES 1. It is mandatory to use the START and END tags to indicate the beginning and end of a statement, regardless of the selected view. 2. The codes used in the START and END tags refer to the Recordset Codes from the SQL statements. To achieve better readability, it is recommended to always use capital letters for these codes, e.g. [BEGIN:ORDERS]. 3. The codes used to refer to the column names in SQL statements, should also be done in capital letters, e.g. [CUST_NAME], [ORDER_DATE] and [ORDER_TOTAL]. This is an example of a possible template in Word: Give your template a descriptive name, e.g. orders_template.docx and save it. Return to your document in the Docufy web application. Navigate to the appropriate folder and select the document that you would like to add a template to (the same one that you have just written the SQL statement for). The first report Docufy - User Manual Version: 01.01 21 - 60
