Search results for "purge document"

…This is a way in which to remove old processed documents from Class. There is a helpsheet (no.SQL139) which covers this. Please click on the following link to view or download helpsheet – SQL139.net Purging Documents.doc…

…ocument templates, depending on your preferences. If you would like to change the date format of a field in your document, you would highlight the merge field, and then click on Field Formatting in the Word Edit box. Once you have clicked on “Apply” in the Word Edit box your document template will have the addition on the merge field, and when you come to produce your document, the appropriate format you have chosen will then be applied. There is…

…The template of the document will need to be created within the Documents>Group There is a helpsheet (no.SQL174) which covers this. Please click on the following link to view or download helpsheet – SQL174.net Group Profile Document.doc…

…This enables unsent documents to be merged and sent all together, a mix of print and email can be handled by the system. Also a wide range of selection options is available. There is a helpsheet (no.SQL218) which covers this. Please click on the following link to view or download helpsheet – SQL218.net Document Batch Processing.doc…

…create a new master document containing the information that you are wanting to send the agent. Then within the agent quick reports you would create a report to pick up the agents that you are wanting to mailshot/email, and from this report you then have the option to select “Send Document” attaching the document you have created and either printing the document or email it from Class. This will then be recorded in the agents profile documents. T…

…Check drive mapping. If in red remap drive. Start/Computer – look for Class drive – if it is showing but with a red X, double click on it to see if it opens, if the drive letter opens this will reset the Class paths to black and the documents will now merge. If you are still experiencing issues please contact our Support Desk [email protected]…

…er document with the details that you are wanting to email the host families with. Then within quick reports select the “Report Type” “Accommodation” and add the relevant fields, then once you have run the report you then have the facility to send the document from the report and this will then immediately up date the host families profile with this document. There is a helpsheet (no.SQL042) which covers this. Please click on the following link to…

…fields and criteria to the report including the agent email address a (so that you can see agents that you might not have email address for). Then select on ‘Search’ to display all the Agents that match the selected criteria. You will then have the option to select ‘Send Document’, search and select the document that you have prepared to be sent to the selected agents. Then select your ‘Send By’ method (Email), and tick ‘Send to All’ There is a h…

…n the following link to view or download helpsheet – SQL148.net Class Registers and Lists.doc  …

…To amend the layout of your invoice/credit document, you need to go into the master template document. There is a helpsheet (no.SQL001) which covers this. Please click on the following link to view or download helpsheet – SQL001.net Amend Invoice Layout.doc…