Document Editor



The Document Editor allows you to edit any field on a document regardless of the Document's form type. The default initial view in the Document Editor gives you a preview of all fields except the document's body on the right side of the editor, and all editable fields on the left side.

The Document editor also allows you to do the following tasks:

Editing a Document's Field
To edit one of the document fields, simply click on it. Once you select a field to edit a Pop Up window will ask you for the information. Each pop up window will have a complete description of the data that you are changing

Setting Document Ownership
You can set who owns the document you are editing. This will make the document appear in that person's 'My Drafts' view.

Sending the document
You can send the document to another user. This will save the draft as it is and will appear in that person's 'My Drafts' view.

Editing the Body with your favorite word processor
The Quest Application has a 'Favorite' Word Processor that can be set. This can be used to edit a Document's Body or Additional Information. For setting the Favorite Word Processor up, please see the Quest Favorite Word Processor section.

Seeing the Document as it is on eSupport/Info Tips/Business Partner
To see the document as it is now on either eSupport, Info Tips or Business Partner, simply click on the 'Actions' menu, and select the appropriate web site. This will pull the document from the web server as your customers are seeing it now.

Preview the Document Body
By default teh Document Editor does not show you the document's body. If you wish to see the body without actually editing it, simply click on the 'Show Body' button at the bottom left of the Document Editor. You can then return to seeing the fields by clicking on the button again.