Document Builder - DocumentsDocument Builder - Documents

Document Builder is a tool used to create reports used in various places throughout iPoint. Initially, these documents are for the Proposal/Sales Order Package Builder and Payment Receipts, but we have plans to expand their uses in many areas.

  • Each document contains one or more pages which are configured on the Pages tab.
  • Each page can be used in multiple documents.
  • Each page within a document can have unique sort orders.

The Pages tab is where the content for pages is defined. Pages can either be image or text-based. Image pages are limited to one page. Text pages can be up to ten pages long.
The Documents tab is where headers, footers, and printing options for groups of Pages are defined.

Click on the menu links to the left to learn more about the specific tabs and their functionality.

Last modified: 8 Jun 2020

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