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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

1. Open Document Designer

From the menu bar, select Tools > Document Designer.

2. Select Design

2. Select Design

Click File > Create New Design, or if editing an existing design, select Available Designs.

3. Enter New Design Information

3. Enter New Design Information
  1. Insert a name for the new design
  2. Specify whether this will be a copy of an existing document, or a blank document
  3. If this new design is a copy of another document, specify which document (for this ex: Orders)

4. Enter Text and Data Commands

4. Enter Text and Data Commands
  1. Insert desired text and demographic data commands from the data items menu
  2. To insert a data command for orders, select Data Commands > Orders > Insert Order

5. Edit Design Properties

5. Edit Design Properties

From the menu bar within Document Designer,  select Edit > Design Properties.

Within the Document Design Properties window:

  1. Click on the Design Types tab
  2. Select Order Manager Design
  3. Click the OK button

6. Save the Design

6. Save the Design

From the menu bar, select File > Save.