It is now possible to create many document templates in Traveller for use in different scenarios. Since 6827 this has been in place for sales accounts, at the time of writing this is planned for branches and departments too.
To create and use extra documents you will need at least release 6829 build 5 [111], check your version and advise support if you need to upgrade.
1) First of all, launch Document designer. Once it has loaded look for the Document set Manager option, if this isn't present then either your missing the LayoutsExt.dll or your version is insufficent.
2) Now, choose the documents you would like to base your new documents on. If this is the first time you have done this there will only be one. Docc0r, Docc0r is your standard document file, it can never be deleted.
3) After clicking copy you will be asked to configure the file name and the documents name. Both of which need to be unique. The file name is the name on disk, and the documents name is the code you will use to refer to the item in Traveller. I have created some new documents with the intention of attaching them to a sales account called "Dan" so I have named them appropriately.
4) Click Save when your done, at this point you can select your new documents. Click them and choose "Select"
5) These documents will be exactly the same as those in Docc0r at the moment, it is up to you to configure these to suit the individual purpose they were created for. I have simply changed the header of an invoice.
6) At this stage I have 2 document sets, one which Traveller is using day to day (Docc0r) and another which is exactly the same in every way apart from the header of the Invoice document. Currently Traveller will never use this new document I've created until I hook it in! In this example I'm going to attach these documents to a sales account called "Dans Account" First, I navigate to the Sales Accounts Details screen.
7) Next, I choose Dans Documents from the dropdown menu highlighted below.
8) After clicking Save whenever I produce an invoice for a client belonging to this account my new documents will be used!
Some points to consider when managing multiple document sets :
1) It is better to have fewer documents than many, if a change is required accross your documents then you will have to alter each document set individually. Try to combine documents wherever possible, for example, if you have an account you wish to hide service fees from then name the documents "No Fees" and use them for many different sales accounts. Don't have a set of documents for each sales account.
2) Remember each sales account can have 1 document set attached to them, but each document set can be attached to as many accounts as required.
3) Whilst it is possible to delete items from the document manager files will never be truely deleted in case we need to roll back.
4) To base a set of documents on another make sure it is highlighted before clicking "Copy".
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