|
<< Click to Display Table of Contents >> Navigation: Documents > Maintaining layouts |
Automatically translated from Dutch. Some wording may be inaccurate.
To add, edit or delete layouts, select Show maintenance options in the layouts screen. A maintenance toolbar appears, along with columns showing file size and the last modification date.
For format-specific information, see Word layouts and Excel layouts.
New
Opens New layout, where you enter the layout name, group and type. Regelneef then asks you to select the file to import into the new layout record.
Edit
Opens Edit layout, where you can change the layout name, group and other details.
Copy
Copies the layout to a new record and lets you rename the copy immediately.
Delete
Removes the layout from the list.
Merge codes
Opens a Word document containing all current Word merge codes available for these layouts. The easiest way to use them is to copy and paste them into the document you intend to import as a Regelneef layout.
See also Word layouts.
| Different types of merge codes The merge-code file only contains codes for the relevant part of Regelneef, such as general employee documents, employee placement documents or clients. This is shown under Type in the file's heading. |
Edit file
For Report generator layouts, this opens the integrated layout editor. There is no integrated editor for Word layouts; use Word instead. See Export below.
Export
Saves a layout from the Regelneef database to a file at a location you select.
Layouts are stored in the database. Regelneef does not retain a link to the original file. To edit a Word layout, first export it back to a file.
Import
Opens a file selection dialog and replaces the selected layout's existing file with the file you choose.
For example, use this to import a previously exported layout after editing and saving it in Word.
Do I need to keep the layout outside Regelneef after importing?
No. Regelneef stores the documents in the database. Keeping originals elsewhere can make it unclear which version is current.
When changing a layout, export the current version from Regelneef, edit it and import it again. This ensures you start from the correct version.
Export data
Generates an Excel file containing all data available for merging from the selection in the preceding screen.
Doc > Docx
Converts a layout in the older Word .doc format to .docx.
Collapse layouts by default
If you have many layouts, organise them into layout groups. This option shows those groups collapsed so users can expand the group they need without browsing the whole list.
The setting applies to all users and can be configured separately for each layout type, such as client or employee layouts.