The Document Creation Settings window is used to define the location and format of client and contact documents.
Select Maintenance > Maintenance Map > Documents > Document Creation Settings. The Document Creation page opens.
Enter or edit the following details:
The default client algorithm is displayed in this field. You can change the client algorithm.
The default contact algorithm is displayed in this field. You can change the contact algorithm.
Assignment Algorithm (AE) / Job Algorithm (AO)
The default contact algorithm is displayed in this field. You can change the assignment/job algorithm.
Defines the manner in which the receipt reference is created.
Word Billing Algorithm
Defines the manner in which the billing reference is created.
Billing Startup Path
Defines the location on the network of the start location for billing.
Defines the location of the templates used by the system. You can change the templates path.
Document Startup Path
Defines the location of files that are used in the system. The default path is displayed in this field. You can change this path.
Defines how an addressee is greeted in a letter.
Defines the style used for names in letters.
Sets the initials to be used for mailing purposes.
Mailing Formal Name
Defines the formal name to be used in mail.
Mailing Name Separator
Defines the mail separator to be used.
Reset Mailing button
Resets mailing by returning to system defaults.
Click the ellipse button on the Algorithm cell. The Document Algorithm window opens.
Enter the appropriate algorithm.
Select the appropriate Characters option.
Click OK.The Document Algorithm window closes.
Click OK to save the changes and close the Document Creation page.