• Overview
• Filtering documents
• Filtering with alternate codes
• Hiding or reordering columns in an automatic document
• Restoring hidden columns in an automatic document
• Resizing columns in an automatic document
• Hiding rows in an automatic document
• Changing document fonts
• Changing the document heading
• Changing document properties
• Restoring documents' default settings from the Document Manager

To change document properties

Each document can have a variety of properties that you can easily change. For example, you may want to examine a certain document between a specific set of dates. You apply this date range by changing the properties of the document.

Properties for an automatic report can also be changed while viewing or print previewing the document.

Detailed information of what can be modified is given in the topic Automatic Document Properties.

1. While on the Document Manager, place the selection bar on the applicable document.
2. On the Document menu, click Properties.
3. Perform any required modifications, then click OK.

Notes

• If you change the document type, format or order and then change it back to the original selection, any settings you had changed will be reverted to their default values.
• To change either the name or number of a document, the change must be made in two places.
• On the Document tab to change it's listing on the Document Manager
• On the Headings tab to change how it appears in the header of the document itself.
  Ensure that when changing the name and/or number, it is modified in both areas.