Configuring the document wizard

The Document Wizard is used to configure settings for all reports in iTOS.

  1. In the Module menu, click Administration.
  2. In the Menu bar, click Configuration.
  3. In the Submenu, click Document Wizard.
  4. Click .
    A new document window is opened.
  5. Fill in the following fields:
    Field Task
    Report Select a report from the drop-down menu.
    Context Select the context in which you want to report to be available in.
    Printers Select a default device to print the report.
    Description Fill in a longer description with more details.
    Is Default Toggle the button to make this the default setting.
    In to Companies Toggle the button to assign the report to a specific internal company and select one from the drop-down menu.
  6. Add rules in the Rules section:
    1. Click .
    2. Fill in the following fields:
      Field Task
      Name Fill in the description in full, for example Name
      Layout Select a value from the drop-down menu.
      Sequence If you are configuring several options, determine a place in the display order by using the up/down arrow buttons or filling in a number. For example, give the option you want displayed first 10 and the second 20.
      Printers Select a specific printer. If you leave this field blank, the default printer will be used.
      Contacts Select a value from the drop-down menu.
      Printer Duplex Select an option for double-sided printing.
      Number of Copies Select a value from the drop-down menu.
      Collated Toggle the button to print multiple copies of a document in organised sets.
      Is Default Toggle the button to make this the default setting.
    3. Click Save.
    Tip: Click to edit the line.
    Tip: Click to delete the line.
  7. Click in the task bar to save any changes.