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Creating Automatic Documents
Procedure
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On the Document Manager, click on the location (document or folder) where you would like to add the new automatic document.
Note: If you click on a document, the new automatic document will be created below the document you clicked. If you click on a folder, the new automatic document will be created as the first document in the folder.
- On the Home tab, in the Insert group, click Automatic Document.
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Complete the fields in the dialog. >>Quick Reference
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Select an applicable document type and format and complete the desired document settings. >>Quick Reference
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Click OK to create the automatic document.
Results
An automatic document is created on the Document Manager. To view and modify the document properties, right-click the document in the Document Manager and select Properties.
Note: If opened automatic documents are not updated when changes are made to the working trial balance, close and reopen the documents.