Data tables > Notes

gacor
Data tables > Notes  

This topic explores creating a Note template that will include a table of Note recipients, note links and note comments.

Tips:

  • Add the fax recipient table to a copy of your existing fax template.
  • Templates are available to download via Administration tools> Document templates .
  • Learn more about how to Generate a Note document.

Table type available in note templates

To create the following tables in the Notes template, follow these steps and then continue with the instructions specific to the table:

  • Create a Note template or double click an existing.
  • Select Edit bookmarks. Next. 

    • Note Comments

    use this on all Note type templates

    This example shows the original note with a table of comments made by multiple users against the original note.

    ClosedHeader
  • Make sure there's only 1 row on the header.
  • Double click the first cell and type the word Note Comments. Save. 
  • Double click the second cell and type the word Date. Save. 
  • Double click the third cell and type the word Comment. Save. 
  • Double click the fourth cell and type the words Made by. Save. 
    • ClosedBody
  • Make sure there's only 1 row on the body.
  • Double click the second cell and add Note Comment Date. Save. 
  • Double click the third cell and add Note Comment Text. Save. 
  • Double click the fourth cell and add Note Comment Given Name Note Comment Family Name. Save. 
    • ClosedFooter
  • This is blank, so select the Footer row and select Delete Row .
  • Finish off the template.

    • Finish the template

    We just need to open the template and position the table in the document.

    ClosedComplete the following steps
  • Setup the table following any of the above instructions.
  • Click Next. If you have more than one table in your document template, click next through these too. 
  • At the end, check the option Open the MS Word® template on close.
  • Finish.
  • Cut and paste the table into the location you want the data to appear.

    • Tip: If you have another table in the MS Word® document, make sure they don't join - the data won't populate. also you will notice the table will be represented by a single row with the name of the table in the first cell - this is as it should be.

    Refer to Data tables for formatting suggestions.

    Want to learn more?

    Looking for more help? Try reviewing the following Administration Tools topics: Concept Link IconView Topics

    Or try reviewing the following Document Templates topics: Concept Link IconView Topics

    © 2019 Total Synergy Pty Ltd

    Open topic with navigation

    ncG1vJloZp6klZa%2Fr7XNoKmeq5%2Bqv6Sx0meZpaeSY7CwvsRnrqKmlKTEtHrNnqtom5ykwqW0xKWnaHyVqLi1u89oeqimpJq7tXuynquuqF%2BZvKSr056kqaSRqbK0e6Oaq5qXpJavrbHSZoWorJWoe6nAzA%3D%3D