Publish Documents, Documents

This page allows you to select the document or documents that you wish to publish.

To select the document click the 'Include' checkbox and click the Publish Button button to complete the wizard and Publish the selected documents.

Add or Remove columns by right mouse clicking on the Header row; other options will become available.

Column	Description
Drilldown	Opens the Document Log.
Account Status	Shows the Status of the Account, e.g. Open.
Class	The Log Class.
Code	The Client or Account Code.
Date	The Log Date.
Date (including Time)	The Log Date and Time.
Document	The Id of the Document to be published.
Drilldown Class	Shows and Icon representing the Class of Log, e.g. which represents an Account.
Fee	Any Fee that is to be charged when publishing this document.
Icon	Will be populated after Publishing to indicate whether the document was published successfully, or whether there is a warning that requires your attention.
Include	Tick to include when publishing. Un-ticking this means the document will not be published this time.
Name	The Client or Account Name.
Notes	Any Notes as entered in the Log when creating the document.
Publish Error	Will be populated automatically if any error is raised when publishing. This will let you know if a document could not be published and what to do to fix the problem
Status	The Log Status. This could be: Open - Not ready to be sent To Send - Ready to be sent Not Issued - Log saved, document not sent at this time Sent - Already published
Subject	The Log Subject as entered when creating the document

Button Strip

Icon	Description
	To Refresh the List
	Select all rows
	Select no rows
	Select all rows above including the current row
	Select all rows below including the current row
	Select all rows with the same Document as the current row
	Select all rows with the same status as the current row
	Select all rows that are ticked to include.
	Select all rows that are not ticked to include.
	Tick the selected row.
	Untick the selected row.
	Set the status of all selected rows to 'Open'.
	Set the status of all selected rows to 'To Send'.
	Set the status of all selected rows to 'Not Issued'.
	Set the status of all selected rows to 'Cancel'. Statements and Account Remittance Advices cannot be cancelled.
	To print a report of the information in the grid.
	Save changes to Document logs.
Draft Publish?	To draft publish Documents and not update logs or charge fees. This only works for file type "Word VBA" and not file type "Word Document" type documents.
	To display errors on a single line
	To save options as defaults

See Topic, for more information about Document Form.