Create or Edit a Document Design Used to Print/Fax an Order
Q: How do I create or edit a document design used to print or fax an order?
1. Open Document Designer
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From the menu bar, select Tools > Document Designer.
2. Select Design
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Click File > Create New Design, or if editing an existing design, select Available Designs.
3. Enter New Design Information
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- Insert a name for the new design
- Specify whether this will be a copy of an existing document, or a blank document
- If this new design is a copy of another document, specify which document (for this ex: Orders)
4. Enter Text and Data Commands
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- Insert desired text and demographic data commands from the data items menu
- To insert a data command for orders, select Data Commands > Orders > Insert Order
5. Edit Design Properties
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From the menu bar within Document Designer, select Edit > Design Properties.
Within the Document Design Properties window:
- Click on the Design Types tab
- Select Order Manager Design
- Click the OK button
6. Save the Design
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From the menu bar, select File > Save.