Creating and Editing Web Documents
Content
- Introduction
- Creating a Web Document
- Editing a Web Document
- Copying Web Documents
Introduction
This article is meant to assist you with Web Documents within extendedReach. Web Documents remove the need for Word documents and the extendedReach plugin. They are compatible with all computer types including Macs and Chromebooks.
Similar to regular Word documents, Web Documents can be used for case and home activities and reports.
If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at support@extendedreach.com.
Creating a Web Document
To create a Web Document, go to either Program Settings > Program Report (or Activity) Types or Organization Settings > Home Report (or Activity) Types. Click on Edit and change the Template Type to Web Document.
Image: Template Type - Web Document
The Web Document layout is similar to how you would create a document in Word. In the Web Document, you can:
- Add, edit, or delete tables
- Undo/redo
- Change font and adjust font size
- Add checkboxes
- Built in spell checker
- Restore your last draft (it auto-saves every 30 seconds)
- Bold, italicize, and underline text
- Add bullet point or numbered lists
- Prints nicely
- Supports images (either by manually uploading them or copy/paste)
- Use as many field codes as you want
Hover over each icon in the Web Document to see what you can work with.
Type directly into the Web Document to get started. You can also copy and paste an entire Word document into this view to save time on re-creating it (it ask if you want to maintain original formatting)! Make sure you click Save once you are finished.
Image: Creating a Web Document
Editing a Web Document
Similar to adding a regular activity or report, go to the case or home file to generate the Web Document. It will generate automatically in the General tab view, with the field codes populated.
Workers can type directly into the Web document to make any changes. Once finished, click on Save or Complete! Easy as pie.
Image: Case File View of Web Document
Copying Web Documents
Copy from previously completed web documents by clicking on Copy Document button at the top of the page.
When you click on “Copy Document”, a warning will appear letting you know that this will overwrite the current web document in view. Click on OK to continue.
Image: Copy Document
Once the warning is dismissed, a new pop-up will appear where you can select which completed web document you want to copy from. Select the document then click on Ok. It will then populate the document selected.
Image: Select Document
Full administrators and forms administrations can enable this for home and case reports, by turning on the setting ”Allow copy from previous from another report type”. Similarly, to make this feature not available, enable “Do not allow copy from previous”.
Image: Enable for Reports
Image: Enable for Activities
