InBuilt word processor (no longer supported)
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The Document Editor is a fully featured word processor. You can use it for any kind of paperwork associated with the Job. In a typical Job you might use it for:
·the original quote  
·a re-quote  
·letters to suppliers  
·letters to clients about meetings/recees  
·letters to crew, venues, visa applications  

There are also menu options for, among other things:
·inserting your address  
·inserting the client's address  
·searching for text  
Glancing through the menus will inform you about what is available. Since most people are familiar with word processors such as Microsoft Word, or WordPerfect, we will not detail normal word processor functions here, but will show you features that are unique to HireTrack.

The usual process is to create an Equipment List with the Status set to Quote or Provisional (HP) and then create your printed quotation in the Document Editor. The Document Editor is a word processing program built into HireTrack that allows you to create documents. It is possible to use a printout directly from the Equipment List Editor to prepare a Quote. However you may wish to edit certain portions of the quote and this can be achieved easily by using the Wizard facilities to copy the information from an Equipment List to the Document Editor and then edit as needed.

1.icon: Job  
2.tab: Documents  
3.button: Add New  
4.Note: If the your administrator has disabled the in built word processor in the configuration utility, the create new button will activate the external document editor.  
5.button: Quote wizard  
6.  
7.A new menu will appear showing all equipment lists, the crew requests and transport requests.  
8.Select the equipment lists, crew, and transport that you would like on your quote. Hold the shift key down and click with your mouse.  
9.Once you have selected what you wish, press the insert button.  
10.You may now edit your document. Note: Changes in equipment and pricing in the document editor DO NOT affect your equipment list.  

To revise an existing Quote
1.icon: Job  
2.tab: Documents  
3.Select the Quote you wish to revise from the list  
4.button: Clone Current Document  
5.button: Open Current Document  
This method will create a copy of the selected Quote and save it as a Revision of the original.

Inserting Reports
Some companies may require more than one format for their report. To allow greater control over the formatting of quotations the AutoText function has been augmented by the Insert Menu option in the Document Editor.


Inserting Autotext
The Autotext function has been designed for inserting text or graphics into your document. You can add as many of these as you desire. To insert this information, place your cursor where you would like to place this text and select from the menu Edit | Autotext and choose the document you wish to insert.