Metis Smart Modeling - Documents

From Metis Documentation

Revision as of 13:34, 6 August 2013 (view source) Patrick (Talk | contribs) (→Editing an linked document) ← Older edit		Revision as of 13:44, 6 August 2013 (view source) Patrick (Talk | contribs) Newer edit →
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-	=== Removing a document ===
-	Selecting a document and clicking the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] prompts the user with a confirmation message on whether or not they want to really delete the document. Multiple documents can be selected and deleted together. When deleting a document, the following pop-up window appears	+	=== Editing an linked document ===
		+	The "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] allows the user to see and modify the properties of the document. Selecting a document and clicking on the button opens the '''Document''' window. The user may then edit the document name, type, file associated as well as the systems linked to the document if the document is from the system level.
		+	[[File:MSM-Documents-Edit.png|center|600x400px]]
-	The user must confirm the message before the document can be deleted.	+	When all the necessary change s have been applied, the document can be saved by validating the window.
-	=== Editing an linked document ===
-	The "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] allows the user to see and modify the properties of the document. Selecting a document and clicking on the button opens the '''Document''' window. The user may then edit the document name, type, file associated as well as the systems linked to the document if the document is from the system level.	+	=== Deleting a document ===
		+	Selecting a document and clicking the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] prompts the user with a confirmation message on whether or not they want to really delete the document. Multiple documents can be selected and deleted together. When deleting a document, the following pop-up window appears
-	[[File:MSM-Documents-Edit.png|center|600x400px]]
		+	[[File:MSM_Attributes_Attributes_Delete.png|center]]
		+
		+
		+	The user must confirm the message before the document can be deleted.
-	When all the necessary change s have been applied, the document can be saved by validating the window.
	== Preparing documents ==		== Preparing documents ==
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		+	In the case of "Word with OLE links", the template documents need to be created in order for the application to be able to use them. The goal is to set up the document with the "corporate" look and add the required OLE tags in the correct part of the file. Please refer to the following section for more information on supported OLE tags and how to use them.
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		+	In the case of "Metis" document, the development of the template and what information needs to be shown in it has to be specified to Xpert Technologies in order for it to be implemented and then delivered to the administrator.
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		+	In the case of "Crystal Report" document, a template needs to be created with Crystal report in order for Metis Smart Quotes to be able to use it.
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		+	In the case of "PDF" files, Metis Smart modeling interprets this type of file as documents where no information can be inserted, This means that the administrator simply needs to take an existing document to be used by the application.

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Revision as of 13:44, 6 August 2013