Document Creation

From the side menu select Documents. From this screen you can create and run new documents, you can also view existing documents and publish them for sharing with others and on your website.

Created Documents

Within the main screen you can search for documents at any stage, filters working in the same was as other screens within Zeropath.

For the documents created on this screen showing in the Draft section, use the View button to open the document.

The Edit button allows you to change the status of the document from Draft, to Published to Archived. The 3 dots at the top allow deletion of the document.

Start a new document

This section allows you to create a new document template, edit an existing one and create a new draft from a template.

Options for an existing template

Use the search button to view the template

Use the Edit button to make changes to an existing template

Use the Create button to run the template and generate an updated document.

From the Edit option you have the ability to edit the template document.

Once you have selected the Edit button you can update the text of the document and use the Insert tag button to add tags which will be replaced by data from your Zeropath system, or reports and charts of your data.

Once you have completed your updates click Save to save and exit.

From the Create button, use the following screen to enter any filters required by the reports in the document, then click Generate Document. This will create a snapshot of the document with the latest data from your Zeropath system in.