Connect Document to Phrase

Explanation

Use this activity to connect a document to predefined phrase within a specified time period. This automatically prints a predefined phrase on a specified document within the time period. This optional task is to be performed by a system administrator or equivalent person.

Prerequisites

This activity has the following prerequisites:

• Output types must be defined in the Output Types tab.
• Documents must be created in the Documents tab.
• Documents must be connected to output types.
• Phrases must be created in the Phrases tab.

System Effects

As a result of this activity:

• Predefined phrases can be printed on documents.
• The phrase can be limited to a specific time period for document printing.
• Document phrases can be printed depending on specific companies as well as sites.

Window

Document Text Administration

Related Window Descriptions

 Document Text Administration/Document Phrases

Procedure

1. Open the Document Text Administration window.
2. Click the Document Phrases tab.
3. In the Document field, search for the document to connect to the phrase. The document description is populated.
4. In the Valid From date, enter the starting date of the period during which the phrase will print.
5. In the Valid To date, enter the ending date of the period during which the phrase will print.
6. In the Phrase ID field, select the phrase ID from the List of Values. The phrase description is populated.
7. Select the Valid for All Companies check box if the defined phrase should be valid for all companies in the system. It can be made available for specific companies and sites by right-clicking on the line and then clicking Details, on the Document Text Administration/Document Phrases window.
8. Save the changes.