Editing Document for a Single Site from SmartClient

SmartClient makes editing your facilities letters and documents easy to do with the click of a button!

Start by making sure you are not connected to any sites.

Click the Global Settings icon.

globalsettings

Click on the Custom Letters tab

Click the site with the letter you wish to edit / modify. The bottom of the global setting screen should show Current Site: and the the site name.

Click Populate From Current Site to load the list of documents available to edit.

Click the Open Report for Edit button.

Make the required changes. Please reference our tutorial section on Word Processing for details. Click Save and Close.

SmartClient will prompt you to confirm. Click YES to continue.laodedformsiteYou will then receive a Saving Completed Sucessfully messagesavingcomplete