Documents Tab

Documents Tab

The documents tab is used to create word processing documents that allow for the creation of quotations, letters, and general correspondences. There are 2 types of Word processors that are supported in HireTrack Eclipse 1)All versions of Word from Microsoft and 2) an inbuilt word processor. Navigator Systems recommends the use of the External Document Editor (Microsoft Word) program as the in built word processor will be phased out in future versions. It is recommended that you activate the "Hide In-Built Word Processor" selection in the configuration utility in the rules tab.

The External Document Editor allows a user to create word processing documents using Word from Microsoft. Once opened under HireTrack Control, job information may be inserted into the document.

To open Word under Control click on the External Word document editor button:

It is possible to specify a specific document to use as the template that opens when the word document is created by using the Word Config program, which is available on the download page of the Club Navigator website or by clicking here.

The utility has two purposes:

1.	You can specify that Word opens up under Eclipse's control using a custom template of your choice. You use Word_Config.exe to tell Eclipse where to find this document. This is defined on a PC login basis, so multiple templates across your company could be used.

IMPORTANT:

You will need to save your custom template as a normal document, i.e. with a .DOC extension, NOT as a Word Template, i.e. with a .DOT extension. Moreover, you should not try to convert an existing Word Template into a normal document as it seems that Word does not remove all of the Template properties from the new file.

You will need to set your template document to be a READONLY file.

Inserting reports in MS Word supports "Word Format" as well as "RTF Format". If you have a Crystal Reports runtime of version 8.5 or lower, Word format will mean that the document remain "editing friendly", but layout may be compromised when your report is inserted. You may need to adjust margins in the Word template and tweak your reports if you use this option. Using RTF format will insert text and graphics, however, all text is inserted in text boxes, which means editing the document is not feasible. If this is acceptable, then Crystal Reports runtime Version 9 and higher are acceptable. Please visit this knowledgebase article for more information.

Once Word is open, simply select from the menu:

Crystal will then export database information from HireTrack into Word. If you make changes in Word, it will NOT change anything in HireTrack, and if you change information in HireTrack, it will NOT update the word document.