Organizing your Master Documents into Packages
Accessing Packages for Organizing Master Documents
To work with your packages, navigate to the master document list by clicking Masters under the Documents heading in Settings at the top of the screen. Next, select the transaction type you want to work with by changing the File Type dropdown from All to the transaction type to work with. After a selection is made, the screen changes to show the option to select Package next to Category and Alphabetically. Selecting the Package radio button option shows the existing packages already set up for that transaction type. The packages shown are available on the Documents screen inside files that match the transaction type.
There will be a Document Package Configuration option above the list of document packages. The Add function enables you to create your own package for the transaction type. Meanwhile, Save will save the configuration. The LDD Once and LDD Always will revert your packages back to their original states. Clicking the plus icon beside a package name expands the package to show all the documents inside.
Creating a New Package
Clicking Add will create a package at the end of the list of packages. The new package will be highlighted in blue, indicating you are editing the name. Start typing the name of your package, and click elsewhere on the page when you are finished typing the name.
Right-click your package name. You will then see several options; select Add a Document from List (the other options are covered in the subsequent two sections.)
After clicking the Add a Document from List option, the list of your documents (for the specified transaction type) will appear. Click the document you wish to add into your package. Repeat the above steps to add any additional documents you wish to have in your package of documents.
Note: You are only able to add one document at a time to your package.
If you click the plus icon, it will expand the package to show all documents in the package.
Once you have finished adding your documents to the package, click Save under the Document Package Configuration at the top of the package list.
Organizing your Documents within a Package
After clicking the plus icon to view the documents inside the package, you are able to access document specific options. Right-click on a document name to open the document specific options. Note the document-specific options have changed from grey to black.
| Move Document Up | This will bring the document higher up the list. |
| Move Document Down | This will lower the document in the list. |
| Remove from this Package | Clicking this will remove the document from the package. |
| Set Document Condition | This will open a popup, where you can set the condition of when to include the document in the package. This works the same as setting conditions on clauses within a document. |
| Switch Page Number Reset | Clicking this will switch rsm pg# from (no) to (yes), and vice versa. Multi-paged documents can be set to continue the page numbering or reset. This is useful when generating multiple documents that will be received by different parties (i.e. able to reset the page numbering), or if the documents are sent together (i.e. page numbering continues throughout the package). The setting applies to each document in the package, meaning one document can continue the page numbering and the next can restart at page 1). |
Organizing your Packages
If you right-click on a package name, you will see a list of options. Underneath Add a Document from List is the available options for rearranging your packages.
| Move Package Up | This will bring the package higher up the list. |
| Move Package Down | This will lower the package in the list. |
| Rename this Package | Clicking this will highlight the package name in blue, and you will be able to rename the package. |
| Copy this Package | This will duplicate the package and name the copy with Copy of before the name of the original document. |
| Delete this Package | Clicking this will delete the package from your list. Deleting a package cannot be undone. |
Show/Hide Doc Conditions | This will show all the conditions and whether or not the page numbers are reset for each document within a package. (If you are already seeing the conditions, this option will hide them.) |
Add Documents to an Existing Package
- Navigate over Settings and select Masters under the Documents heading.
- Select the type of file that applies to the package. For example "Purchase" if the package applies to Purchase files.
- From the radio buttons that appear, select the radio button named “Packages”.
- Right-click on the Heading of the package; this will open a list of options. Select “Add a Document from List”, and left-click on the desired document. Continue to do so until you are satisfied with the documents listed in this package.
- Click Save under Document Package Configuration.