This is an old revision of the document!


The Build New Document pages allows the User to build Exam Documents, Item Documents and Attachment Documents.

The Build New Document Page has many options for building documents. As this page is shared between Exam Documents, Item Documents and Attachment Documents, not all options are available for each build. There are many areas to this page: Option Set (in orange), Publish Options (in green), Templates (in blue) and Include Fields in purple). These areas are discussed below.

Create New Document

To create a New Document click the Start Document Build button (in red). This will navigate the User to a Document Build processing page. Here, the user can see the Document build processing via the progress bars and status text. The User can cancale processing by clicking the Request Cancel button.

When complete a green success massage will display and the User can click the Download Result button to download the created document. Clicking the hyperlink in the bottom left returns the User to the previous page.

Option Sets

The Build New Document Page has many options for building documents. So many, that it can be a lot of work to set all of the options for a specific document build. This is where Option Sets come in. An Option Set is a recording of all of the selected document build options that are selected. In choosing an Option Set the User loads all of the saved option values for building the document.

Selecting an Option Set

To select an Option Set, select the Option Set form the Select Option Set drop down list. This will load all of the option values saved with this Option Set.

Modifying an Option Set

To modify an Option Set, select it from the Select Option Set drop down list. Change any of the document build options, then click the Save button.

Deleting an Option Set

To delete an Option Set, select it from the Select Option Set drop down list. Then click the Delete button.

Creating an Option Set

To create a new Option Set, enter a name for the Option Set in the Enter New Name box and click the Save As button.

Publish Options

Templates

Include Fields