Display a Printer Frieldly version

Document Assembly

This view is used to assemble a form or document in the selected word processor.

Fields in view
Selecting
Word Processor
Form(s)
Destination Directory.
Merge
Return to Modules

Selecting a HUD or HUD-1A

Select/enter the desired file number of the HUD or HUD-1A and TAB out of the field. If Document Assembly is activated directly from the HUD or HUD-1A, the file number will be automatically selected.

To search using the function keys:

Place the cursor in the File Number field. Enter the desired data and press F9. The search is started against the first most matched record to your entered criteria. For example, entering the letter “A” in the File Number field and then pressing F9 will bring up the first record beginning with the letter "A". Use F8 to go to the next record and F7 to go to the previous record.

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Selecting the Word Processor

The user may select any word processor that is not shaded. Document Assembly will start with the default word processor selected in the Change Default Directories found in the Utilities menu.

The selected word processor will determine the form file type to be displayed in the form selection according to the following table.

Word Processor	Default file Type
WordPerfect	*.cap
Word 2000/Word XP	*.doc

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Selecting a Form

1. Click the Select Forms Directory button to display the Select Forms Directory file dialog. Select the desired directory and click OK.

The files located in the Forms Directory will be displayed in the Form Grid in alphabetical order.

By clicking on the appropriate button, the user may:

Select all directory forms
Remove an individual from
Rearrange the order of the forms
Remove the unselected forms

2. Select the desired form or forms by clicking in the checkbox next to each form name.

Please Note: It is the user's responsibility to insure that the generated Merged File Name will not overwrite an existing file.

The default document name is constructed as follows:

<Word Processor	Name Format
Word Perfect	UYMDDCCCFFF.WPD
Word	UYMDDCCCFFF.DOC

Where:

U - User Initial
Y - Last number of year
M - Month (1 ..9, O, N, D)
DD - Day of Month
CCC - First three characters of file number
FFF - First eight characters from the form name

The user may change the default generated document name by clicking on the name and making the appropriate changes.

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Selecting the Documents Directory

Click the Select Documents Directory button to display the Select Documents Directory dialog. Select the desired directory and click OK.

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Starting the Merge

Click in the Print (to Default Printer) and Close checkbox to automatically print the merged documents. Note that the word processor will not be visible when the Print (to Default Printer) and Close checkbox is selected.

Click the Merge button to start the process.

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Document Assembly Fields

Field	Size	Description
File Number	20 characters	HUD or HUD-1A file number
User Initial	1 character	Identify the person creating the document
Forms Directory		Path Name of selected Forms Directory
Documents Directory		Path Name of Documents Directory

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