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:
Setup link in the top right corner of the window.
Select a table you need.
From the setup menu select
Create a new document:
| ||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.|
| ||Enter the common information of a new document.|
| ||The |
| ||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.|
| ||When a document is created, there is a button displayed on a view form. This button allows to generate the document. The |
| ||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.|
| ||In the |
| ||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.|
| ||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.|
| ||If it is needed, the |
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.
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.
| ||The |
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.
| ||Check 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.