Definition
A Document is an Element that is either representing a physical Document only or has the actual Document attached. The Element Type "Document" is usually chained (nested) to another Element to provide further information, clarification, etc.
Using Placeholders in Documents
- Documents can get uploaded to the Element of the Type Document.
- Documents can get created from within the Element using the Kiptr Document Editor.
- Standard document editing functions are available once the Document is opened in the editor.
- The use of Placeholders allows the insertion of data from within the entire Project Tree.
- A mouse click on a Field Header in the Project Details Window allows the user to select Field ("Copy Placeholder").
Note: The Element has to be in "View" mode, not "Edit" mode. |
- Back in the Document Editor, the "Paste Placeholder" button can be used to place the Field Reference into the Document.
- Once the Document edits are completed and saved, the Document Editor closes.
- Back in the Project Tree, the Element now has an attached document.
- A "Right" mouse click on the Element allows the selection "Fill in Placeholders."
- After entering document specific information, a new Document "Child-Element" is created with all the Placeholders filled in.
Tip: Consider using a 2nd Web-Browser Tap with the Kiptr Application opened to efficiently switch between "Copy Placeholder" and "Past Placeholder". |
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