Documents

Generic forms and documents can be stored on the server and attached to various XML templates and web pages. To upload documents, they must be accessible from the local machine, either residing on the local disk or media inserted into the local drive, or on a network accessible machine. To upload or update a template, follow these steps:

1. Click on the Admin tab.

2. Click the Settings tab.

3. Click the Customize Layout XML Files link in the System Settings section.

4. In the Documents on Server section, enter the filename in the text field, or locate it using the Browse button.

5. Click the Upload button.

To download a copy of an un-initialized form or document, go to the Documents tab under Reports. Scroll through the list of files to find the one you want, and click the open button, .