Automatically translated from Dutch. Some wording may be inaccurate.
Document definitions in Regelneef are called layouts. Select a layout and click Start to create a document, or double-click the layout. Options under Output to and File format determine the result.
Most layouts are Word files and generate a Word document in .docx format by default. To generate PDF instead, choose it under File format before starting the layout.
Selecting Email creates a new Outlook email with the generated file attached in the chosen format, then displays the email. If email addresses are available, select one or more recipients.
Use Signing to prepare the generated file for digital signing (an optional module). Select an available email address if required. The New signing request screen opens with as many details as possible already filled in.
The generated file is created as a temporary file and opened on your computer. You can print it directly. To keep it permanently, use 'Save as' in the relevant program, such as Word or your PDF viewer.
To specify a location and filename immediately, select Ask for filename first before starting the layout.
For a Report generator layout, the default output is a print preview. Under Output to, change this to Printer or File. For files, choose PDF, Excel, RTF or HTML.
 | Merging multiple records A Word layout is merged with the records selected in the screen from which you opened Documents. For example, selecting five employees with a three-page layout creates a fifteen-page document. The record count also appears at the bottom right of the layouts screen: 'Number of records: 5' in this example. |
| Combining layouts You can select several Word layouts, for example to generate both an agreement and a payroll tax declaration for an employee. The result is one document containing the selected layouts. Only Word layouts can be combined. |
See also Maintaining layouts.