Document Drafter Learning

Introduction

When a package of documents has been created, you can use the +Separate function to make individual documents from the document package available to users together with a questionnaire that only contains the questions which are relevant for the specific template. 

Create +Separate

1. Open the File manager.
2. Open a package of documents.
3. Select the linked template which you want to make available separately.
4. Select +Separate.
5. Select destination for the separate template.
6. If relevant, make any pre-selections in the questionnaire, answer questions and/or hide questions or answers.
7. Select Save.

Edit +Separate questionnaire

1. Select the +Separate document.
2. Select Edit.
3. Edit the relevant pre-selections in the questionnaire, answer questions and - if relevant - hide questions or answers.
4. Select Save.

Find relation between automated template and +Separate document

Identifying the automated template which a +Separate document based upon is useful when updating automated templates. 

1. Select the +Separate document.
2. Select Info.

The automated template and its location will be shown under the Info button.

Correspondingly, any +Separate documents based on an automated template can be identified.

1. Select the automated template.
2. Select Info.