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The Document Creation Settings window is used to define the location and format of client and contact documents.

 

To define document creation settings
  1. Select MaintenanceMaintenance MapDocuments > Document Creation Settings. The Document Creation page opens.

  2. Enter or edit the following details:

    Field

    Description

    Client Algorithm

    The default client algorithm is displayed in this field. You can change the client algorithm.

    Contact Algorithm

    The default contact algorithm is displayed in this field. You can change the contact algorithm.

    Assignment Algorithm (AE) / Job Algorithm (AO)

    The default contact algorithm is displayed in this field. You can change the assignment/job algorithm.

    Receipt Algorithm

    Defines the manner in which the receipt reference is created.

    Word Billing Algorithm

    Defines the manner in which the billing reference is created.

    Billing Startup Path

    Defines the location on the network of the start location for billing.

    Templates Path

    Defines the location of the templates used by the system. You can change the templates path.

    Document Startup Path

    Defines the location of files that are used in the system. The default path is displayed in this field. You can change this path.

    Mailing Salutation

    Defines how an addressee is greeted in a letter.

    Mailing Name

    Defines the style used for names in letters.

    Mailing Initials

    Sets the initials to be used for mailing purposes.

    Mailing Formal Name

    Defines the formal name to be used in mail.

    Mailing Name Separator

    Defines the mail separator to be used.

    Reset Mailing button

    Resets mailing by returning to system defaults.

  3. Click the ellipse button on the Algorithm cell. The Document Algorithm window opens.

  4. Enter the appropriate algorithm.

  5. Select the appropriate Characters option.

  6. Click OK.The Document Algorithm window closes.

  7. Click OK to save the changes and close the Document Creation page.

 
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