Editing a Docuplate

Search

Click Docutainers in the menu bar, and Click Docuplates (or Press the F6 key).

When the Docuplates viewer appears, Type a shortcut or keyword in the Search field/box that is associated with the desired docuplate. Only single words can be entered into the Search field/box. Then, Click the search button.

Search Results

Search Results

Docuplates having matching keywords will be list items in the area below the Search field/box on the left side of the Docuplates viewer.

Edit Using the Preview Window

Edit Using the Preview Window

Click the docuplate list item for the desired docuplate, and the docuplate is displayed on the right side of the Docuplates viewer. Edit the docuplate's data elements as needed.

Autosave

The information within the docuplate is always, automatically saved without having to issue a save command. There is no save button. Simply Clicking anywhere outside of the Docuplates viewer or viewing another docuplate causes any edits to be saved automatically.

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