Download InfoFlex Document Definition User Guide

Chameleon Information Management Services Ltd
InfoFlex Document Definition User Guide
CONTENTS
1
Introduction .................................................................................................. 4
1.1 Summary of functionality ..................................................................... 4
2
Navigation ..................................................................................................... 5
2.1 Document definition ............................................................................. 6
2.2 Document view definition................................................................... 12
2.3 Generating a document ....................................................................... 13
2.3.1 Printing documents .................................................................... 13
2.3.2 Editing documents ..................................................................... 14
2.3.3 Behaviour of the document when viewed with Word ............... 14
2.3.4 Emailing documents .................................................................. 16
2.4 Document properties ........................................................................... 18
2.4.1 Show only most recent documents ............................................ 18
2.4.2 Prevent historical document from being edited ......................... 19
2.4.3 Create new document on saving ................................................ 19
2.4.4 Marking documents ................................................................... 20
2.4.5 Document protection ................................................................. 21
3
Process ......................................................................................................... 22
4
Planning ....................................................................................................... 23
4.1 Items .................................................................................................... 23
4.2 Repeat events ...................................................................................... 23
4.3 Planning .............................................................................................. 23
5
Creating a template .................................................................................... 24
5.1 Template syntax .................................................................................. 24
5.2 Layout and formatting......................................................................... 25
5.3 Exercise ............................................................................................... 26
6
Creating the document definition in InfoFlex ......................................... 27
6.1 Document properties ........................................................................... 29
6.2 Editing the template on the Preview tab ............................................. 31
6.2.1 Saving template changes in InfoFlex ........................................ 32
7
Simple mapping .......................................................................................... 33
7.1 Item mapping ...................................................................................... 33
7.2 Formatting ........................................................................................... 35
7.3 Remapping and unlinking ................................................................... 37
7.4 Deleting ............................................................................................... 37
7.5 Saving the mapping............................................................................. 37
8
Previewing the document ........................................................................... 38
9
Template Syntax ......................................................................................... 40
9.1 Conditional paragraphs - section markers........................................... 40
9.2 Text substitution.................................................................................. 41
9.2.1 Mapping ..................................................................................... 42
9.2.2 Other functions within |$X| sections ......................................... 43
9.2.3 Alternative methods of substituting text.................................... 43
9.3 Free text .............................................................................................. 43
9.4 System date ......................................................................................... 43
9.5 Syntax for specifying the filename of the generated document .......... 44
May 2014
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