Document Assembly Settings Screen

  The Document Assembly settings screen is the heart of the document assembly system. Click the Settings button on the Libraries & Books screen.


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Figure 1. The Libraries & Books screen.  Click <Settings>.


 Click the Settings button. From there, you can:

place a Book on a shelf. See Adding a Book to a Library

assign a template to serve as the 'shape' and design base upon which to assemble clauses from a Book.  

See: Templates, Assigning a Template to a Book

assign a prefix (i.e., link a specific folder or glossary to the prefix by which the clauses may be named).

See Prefix/Suffix Naming Convention, Assigning a Prefix to a Book.

and more. The below screens illustrate the many tasks that can be accomplished via the Settings screen.



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Click to enlarge.


Click to enlarge.