FastTrack360 Version 12 Online Help
Managing Existing Document Formats
- Fiona Sims
Search for an Existing Document Format
1 | Navigate to Maintenance > Document Designer > Document Formats The Document Format Search screen opens. |
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2 | Enter / select the search criterion required to find the format items. |
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3 | Click Search. Results display in the result list. |  |
4 | Click the view button next to the item you wish to open. The document format settings display in the Document Format Entry screen. |  |
Copy an Existing Document Format
Rather than creating a new document format from scratch, you can create a new document format by copying a similar, existing document format. The new format you create can then be edited to suit specific requirements.
1 | Navigate to Maintenance > Document Designer > Document Formats The Document Format Search screen opens. |
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2 | Search for the existing document format you want to copy. A list of existing document formats matching your search criteria is listed on the Document Format Maintenance screen. |
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3 | Within the list of existing document formats, to the left of the item you wish to copy, click on the copy action. The copied document displays in the Document Format Entry screen. | |
4 | Click Document Settings. The Document Settings pop up displays. |
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5 | In the Name field, key in a new name for the new document format. | |
6 | Edit the document format as required. For more information, see Editing a Document Format. |
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7 | When you are ready to save the document format, click Save. A confirmation message is displayed to indicate that the document format has been saved. |
Delete an Existing Document Format
Existing document formats that have not been used can be deleted so long as they are yet to be applied used by the system. For example, an invoice or credit note document format can be deleted if the document format is yet to be used to generate an invoice or credit note. A payslip format can be deleted if the format is yet to be assigned to as the default payslip format for a pay company and is yet to be assigned as the payslip format that applies to any payee.
1 | Navigate to Maintenance > Document Designer > Document Formats The Document Format Search screen opens. |
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2 | Search for the existing document format you want to copy. A list of existing document formats matching your search criteria is listed on the Document Format Maintenance screen. |
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3 | Within the list of existing document formats, to the left of the item you wish to copy, click on the delete action. A confirmation message opens, prompting you to confirm the deleting of the document format. | |
4 | Click Delete. The confirmation message closes and the selected document format is deleted. |
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