Creating a new Document
The best way to create a new document is to create it from the contact card (person/business) that you want to link the document to. This has the benefit of being able to mail-merge the contacts details into the document and will automatically link the document to the contact.
To create the document for a contact:
- Locate the contact you want to link to
- Click on the “Write Letter to” icon
- Select the template that you want to use (or “empty document”)
Make changes to the document, then save. When you view the contact history, the new document will be linked to the contact.
When saving a new document, you will be prompted for a location in the document folder tree and a title. The title is a plain english name, not a file name. Note that any document saved in the public folders will be visible to anyone, whether it is linked or not.
Editing an Existing Document
You can edit an existing document, by clicking on the document name either in the contact history pages (people, business or jobbag history), or from the search, or from the document folders. If you open a document in view mode, then you can change to the editor by clicking on the “Switch to Edit” button.
When you have finished editing the document, you can use the Save button to update the document or the “Save as” button to make a copy of the document under a different name.