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Save as Document

The Document feature enables a particular documentation configuration to be 'remembered', linking the loaded template within the 'Report' dialog to the current highlighted Package. If a particular template is always used with a specific Package, and multiple cases of documentation exist to be propagated, saving these as Documents can ease document generation later.

Create and use Documents

Step

Action

See also

1

Open the 'Rich Text Format Report' dialog.

The Legacy Report Generator

2

Click on the Save as Document button.

The 'Save current as document definition' dialog displays.

3

In the 'Enter Value' field, type a name for the document and click on the OK button. The document is added to the Resources window for easy future access.

4

To generate documentation from the Resources window, right-click on the required document.

The context menu displays.

5

Select the required context menu option.

  • Open Document - Opens the corresponding document file, as specified by the template 'Filename' property
  • Generate Document - Opens the 'Report' dialog, loaded with the specified template
  • Auto Generate Document - Generates documentation, with the document located at the path specified by the template's 'Filename' property
  • Delete Document - Removes the specified document