Document Builder Guide

Accessing this page allows you to view all built documents for the Property that is selected within the system.

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To open the Options panel, simply click the Options Cog next to a built Document's name as shown below.

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Generate

Generating the Document will render the built file as a PDF so you can download it from the browser.

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Edit

Clicking the "Edit" option allows you to edit the built Document.

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Delete

Clicking the "Delete" options allows you to remove the built Document from the system.

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Step 1

To create a new Document, you need to click the "Create New" link in the header of the page as shown below.

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Step 2

On the page that your are directed to, you have a Document Building Interface that has many of the same formatting options as other popular commercial text editors which are noted by the arrows below. To create a Document design the file as you wish, give it a Document Title, and click "Save Document".

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