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Document Panel

OVERVIEW

The Document Panel is the first panel that appears when the Document Editor is launched. This panel controls the structure of the current document, which may contain pages, loops, and XSL snippets.

This section also allows the user to preview output, set default units, and specify document settings.

Major components of the Document Panel:

ClosedDocument Menu

Document menu drop-down options:

Changing from one output type to another in an existing document is discouraged, as this might introduce compatability issues.

By default, this template is empty.

You can save the Document XSL to your local machine in order to make changes with an XSL editor. The edited XSL can then be uploaded as a Custom XSL.

Changes made within the Document XSL Code window are not saved.

To view the XSL for an individual page, navigate to the page and click Page Code on the Home toolbar.


ClosedFlow Tab

Use the Flow tab to add, delete, and rename document elements. The elements of a document are organized in a hierarchical tree to visually represent how the document is laid out. Double-click the name of an element to open it.


ClosedView/Options Tab

This tab allows the user to preview the output in the PDF or RTF format. The output type is determined by the Process Output that is selected on the Add/Update XSL View page. However, the user can change the output type for preview by choosing a different output type in the Document Panel.


ADMINISTRATION

ClosedAdding a New Page

  1. Click Admin to go to the Admin Home Page.

  2. Click Documents under Commerce and Documents.

The Document Engine Management Center appears.

  1. Open or create a document.
    • Click the name of an existing document, or click the pencil icon for a document and then click Open Document Engine.
    • Click Add Document, complete the fields, and click Add.

The Document Engine appears.

  1. Choose Add Page from the Add drop-down on the Flow Tab.

    The Select Page Layout - From Library dialog box appears.

  1. Enter a name and a valid Description for your new page.
  2. Select from a list of page layout templates to start from. In most cases, the first option, Default Page, is a good starting point.

  1. Click Select.

    By default, your new page is added to the end of the Document Flow Tree. You can drag and drop a Page to another location in the flow.

    Rename a Page by right-clicking on it and clicking Rename.


ClosedAdding a Loop

Add a loop when you want content to print out for each line item in your transaction.

  1. Open a document in the Document Engine.
  2. Click Add Loop on the Document Panel's Flow Tab.
  3. Define properties in the Expression Editor (Loop) dialog box.
  4. Click Save.

A new Loop object appears in the flow tree.


ClosedAdding XSL

Add XSL to get system or transaction information that is not available using Dynamic Data. Dynamic Data is discussed in the topic Using Dynamic Data.

  1. Open a document in the Document Engine.
  2. Click Add XSL on the Document Panel's Flow Tab.
  3. Enter a name and description in the (I18n)Flow XSL Snippet dialog box.
  4. Enter code in the Editing window.
  5. Click Save.

A new XSL object appears in the flow tree.


NOTES

RELATED TOPICS

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