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At start-up, we adapt a template to create new documents in DW. We define the header, font and add the company logo. Create a document based on the default template and see how the template looks. You may edit this yourself and create more templates for DW - see here: Templates for DWS
Settings
Read more about common settings for DW here: https://simplisoftware.atlassian.net/wiki/spaces/QM365/pages/2555838501/Settings#Document-Workspace-(DAO)
Document flow
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A document produced in DW follows a flow, shown in the illustration above. See videos below on how each step is performed:
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The menu system puts a document in its relevant tab based on its status. The "All" tab shows all documents an owner has. Document Administrators will see all documents in this tab.
Different operations options hide behind the three dots:
The most common operations are immediately available.
Less common operations are available in the "Document administration" choice.
The maximum number of documents displayed in one view is set at the bottom left "Show X lines". Choose between 25, 50, 75 and 100.
If several documents are visible in one view, browse to the next or previous set with the bottom right menu: First, Previous, Next, and Last.
Searching in the Document Workspace
You can use the search field on the top to look through the text visible in the chosen tab.
There is a separate filter for each tab, and the system will remember your last filter text when you click back and forth.
No matter how many documents that belongs in a tab the search/filter applies to all of them regardless of how many lines you decide to show (in other words - it does not only search in the visible documents listed)
To reset the filter, remove the text.
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Different document roles different functions
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