Creating a New Document

After a document template is configured, it is possible to create new documents to be filled by information of a specific table record.

To create a new document:

Click the Setup link in the top right corner of the window.

Select a table you need.

From the setup menu select Documents > Create a new document:

Document Properties.png

General
Option Description
Name Enter a name of a new document. Note that the text entered in this field will be used as a caption of a document button in the user mode of TeamDesk.
Notes Enter the common information of a new document.
Location The Location property specifies whether the button will be located on a record’s preview page or along with the View/Edit/Delete buttons that are selected in the Table View advanced options or in either places. Furthermore, you can select the Multi-Record or Preview Page and Multi-Record button to render multi-record documents.
Icon This option allows to select icons for document buttons. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals and a lot more. The Search box above will help you to narrow down the list of choices.
Category When a document is created, there is a button displayed on a view form. This button allows to generate the document. The Category property allows to group document buttons in a drop list, as a result, the form does not look cluttered.
Highlight Color Select a color to highlight the document button on a form or/and in a view. When the button is displayed alone, its background matches selected color. When the button collapses into submenu, menu item’s background uses desaturated version of the color – just like active/inactive tabs do.
Template In the Template field select a document template based on which a document should be generated. If a template has not been specified, TeamDesk will generate a new template (a new template will be identical to the one created when a user clicks the Generate document template link).
Output Format You can choose between two output formats: Microsoft Word or PDF. As a result, the output will be displayed as the docx or the pdf file. This setting is also respected when sending document via workflow email actions.
Roles This property allows you to restrict the access to a document to a selected set of roles. A document button will not be shown to users with such roles.
Views If it is needed, the Views property allows you to restrict the access to the document button to a selected set of views.

If you select Output Format as PDF, Send to printer option becomes available.

With this option checked, click on a document’s button, instead of prompting to download the file will open browser’s print preview frame.

Graphical user interface, text, application  Description automatically generated

This feature relies on browser’s ability to open the file without the help of third-party program and thus currently limited to PDF output format. However, there are known caveats due to various browser bugs and limitations:

It’s not supported on Android; the browser will download the document.

There is a weird bug in macOS Safari. On first attempt it opens preview frame just fine. But if you cancel the preview and click on the document button again, Safari issues "web page wants to print" warning and an empty document is displayed. Refreshing the page before second attempt restores the functionality back to normal.

Document-Form-2.png

Matching options
Option Description
Filter The Matching section is intended to set the filter criteria for the records that will include a document button that allows generating a document.

Document-Form3.png

If you generate a Multi-Record document, File Name formulas should NOT refer to any columns, otherwise such formulas will be ignored. This approach is applied only for Multi-Record documents.

Advanced options
Option Description
File Name Check the Custom Formula checkbox to specify formula for document file name on document setup screen.

Click the Save button to save changes.

When a new document has been created in the Setup mode, you will be able to make documents for table records in the user mode of the TeamDesk system.