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Operation - the assistants

Assistants are parts of bcdDocuments used to perform tasks, accessed from the Assistants menu. Each takes you through steps of its task.

bcdAssistantsMenu

  1. Docs
    AsstDocs
  2. Apps
    AsstAppsHint
  3. Matter Data
    AsstMatterData
  4. Global Data
    AsstGlobalData
  5. Non-Work
    AsstNWDS
  6. Pick Lists
    AsstPickLists
  7. Clients
    AsstClients
  8. Staff
    AsstStaff
  9. Sites
    AsstSite
  10. Archive
    AsstArchive
  11. Export
    AsstExport
  12. Import
    AsstImport

In This Chapter

Applications

Archive Restore

Matter Data - Data and performer default sets

Documents

Non-Working day sets

Pick lists

Sites

Staff

Export an application

Import an application

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Applications

Menu Assistant - Apps helps create sets of events or tasks and documents that form a coherent unit for performing a task; for example, the tasks and documents involved in processing a bankruptcy. Applications are recipes or templates for a business process. An installation of bcdDocuments can have many applications. They can be exported from a developer's installation to a users installation using the Export/Import Assistant.

AsstAppsHint

The flowchart Converting your business processes into applications shows how to make an application.

Access the Application Assistant from the Assistants Menu. At the bottom of the window are the Next, Back and Close buttons. Use these to navigate between the different tabs in the Application Assistant.

At order, orderup, or orderequal signs in a column heading, you may reorder the items in the grid by clicking on that column heading.

In This Section

Applications: step 1

Applications: step 2

Applications: step 3

See Also

Operation - the assistants

Archive Restore

Matter Data - Data and performer default sets

Documents

Non-Working day sets

Pick lists

Sites

Staff

Export an application

Import an application

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Applications: step 1

The first step is to insert a new application, or edit, clone or delete an existing application.

AsstApps_SelApp

Click InsNewBtn to start a new application. To delete an application, select it and press the DeleteBtn button.

A new application's status will be TEST, meaning only staff members who are testers or higher can use it to make a matter.

To make an application similar to an existing one, an application can be cloned to make an application the same as the original one. The new application can be changed, without affecting the original one. Cloning applications has more details.

See Also

Applications

Applications: step 2

Applications: step 3

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Applications: step 2

The next step is to enter or edit the details for the selected application.

AsstApps_EditApp

See Data and Performer Defaults to be reminded of the effect of these.

See diagram below:

See Also

Applications

Applications: step 1

Applications: step 3

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Applications: step 3

The third step in the process is defining the Stages, Stage Documents, Events, Data fields, Parties, Event lists and other tabs that help define and give content to applications.

Apps_tabs

Some firms use only events and drive document production by means of their events.

Some users do not use events but use documents in Stages.

AsstApps_StagesTabs

In This Section

Stages

Stage documents

Events (grid)

Events (tree)

Data fields

Parties

Event lists

Cloning applications

See Also

Applications

Applications: step 1

Applications: step 2

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Stages

Stages contain a group of documents that belong together for your purposes. Stages can be named. If an application has documents to be made only one stage is needed. Use more stages to group documents, for example, by the sequence they are made, by content, by document author or by some other rule.

You can insert or delete stages here, or re-order existing stages. You can add notes for a stage.

To insert or delete documents from stage, select a stage and click the Stage Documents tab.

AsstApps_StagesTabs

See Also

Applications: step 3

Stage documents

Events (grid)

Events (tree)

Data fields

Parties

Event lists

Cloning applications

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Stage documents

The documents in the selected stage are displayed here. To view the documents in another stage, go back to the Stages tab and select another stage, then return to the Stage Documents tab; or use the right and left stage arrows at the bottom right of the window.

A documents presentation order in a stage can be changed using the up, down stage arrows.

The defining detail of these documents is made in the Documents Assistant and in MS Word. Note that the cells are not editable here. Use the Documents Assistant to edit the details of a document.

Placing the cursor over each button will show a hint for the button.

AsstApps_StageDocuments

See Also

Applications: step 3

Stages

Events (grid)

Events (tree)

Data fields

Parties

Event lists

Cloning applications

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Events (grid)

The Events (grid) tab displays the events that are part of the application. You insert and edit events here.

You can insert, delete, renumber and edit the properties of events here. See the diagram for illustrations of these functions.

An event may have one or no parent event and many or no child events. The relationship between a parent event and its child is as follows. In the application the relationship is specified in the selected child's row by setting the "Parent event", "Due method" and "Use working days" columns. In any matter using the application, setting the Date Due or Date done of the parent event may set the Date due of the child event, according to the relationship between parent and child.

A primary event has no parent event. To make an event into a primary event, select it and press the [ MakePrimaryEvent ] button on the lower toolbar. To give the selected event a parent event place the cursor in the Parent event column and use the drop down box to select the name of its parent event.

AsstApps_EventsGrid

See Also

Applications: step 3

Stages

Stage documents

Events (tree)

Data fields

Parties

Event lists

Cloning applications

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Events (tree)

The tree view of events presents the events in their parent - child relationships. Press DrawEventTree to start the tree drawing.

Event editing can be done in event details panel on the right below.

AsstApps_EventsTree

See Also

Applications: step 3

Stages

Stage documents

Events (grid)

Data fields

Parties

Event lists

Cloning applications

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Data fields

The Data fields tab displays all the data fields to be used in this application.

You can insert, delete, renumber, and edit the properties of data fields here.

Once you have finished defining the fields, you have finished defining the application. The data fields of an App can be inserted into document templates of the App.

When a matter is made from this application, you will enter information into these data fields. When documents are created in that matter, bcdDocuments will insert the information held in these fields into the documents as required. For this reason, it is important that the names of these fields are consistent between the application and the documents (see Documents Assistant and Inserting a bookmark). If you change the names of the fields in an application, you must also change their names in all of the documents used by that application.

AsstApps_DataFields

See Also

Applications: step 3

Stages

Stage documents

Events (grid)

Events (tree)

Parties

Event lists

Cloning applications

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Parties

In an application there may be parties involved. For example, in a debt collection application a debtor and creditor would be parties to any matter using the application. In a property purchase application there is a seller and a purchaser. The parties of an application have a gender of corporate (or inanimate or neuter), female or male and are either singular or plural. The language of documents can handle gender-plurality issues in several ways. bcdDocuments provides one way to handle gender-plurality issues in document construction. The method provided can be bypassed entirely by not using Parties in applications. A purpose of this section is to introduce this method, so you may evaluate its usefulness for your purposes.

Parties are introduced in applications to manage gender-plurality issues in document production. To avoid bcdDocuments method of managing gender-plurality issues do not introduce parties into applications. When an application document template is being made the author may insert gender-plurality bookmarks into the document if the application has parties. So, to not use bcdDocuments gender-plurality methods do not insert parties into applications.

In the Applications assistant step 3, there is a "Parties" tab. Using the form on this tab sheet you may insert parties for an application. To insert a party press the [+] button and to delete a party press the [-] button. The inserted party will be given a nominal name which you may change to your descriptive name. Each party is given a default gender-plurality type of "Corporate singular".

The gender-plurality types are Corporate plural, Corporate singular, Persons plural, Female singular and Male singular. You may set the default gender-plurality type of a party to any one of these. When a matter is made the gender-plurality type of each party of the parent application is set to this default.

The default gender-plurality type for a party is used when a new matter is made using the application. After a matter is made the gender-plurality types of the parties of the matter, which have been inherited from the parties of the parent application, may be changed.

Further explanation and an example of using parties and gender-plurality in document construction is discussed here.

AsstApps_Parties

See Also

Applications: step 3

Stages

Stage documents

Events (grid)

Events (tree)

Data fields

Event lists

Cloning applications

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Event lists

Event lists are list of events of an application made available to matters using the application. In the matter the events of the list can be
1. made active,
2. made inactive, or
3. toggled between active and inactive.

Event lists are made in the "Event lists" tab of the Application assistant. In the sample application shown below the two left hand lists can be edited to insert event list and events in each list. Here the event lists and their items can be edited.

AsstApps_EventLists

Event lists are used in the Matters area. A matter made with an application with event lists will present a check box Show Event lists and checking this box will show the event lists available.

If you press the button to process the selected event list you can choose to
1. make activate all list events,
2. make inactive all list events, or
3. toggle the events between active and inactive.

See Also

Applications: step 3

Stages

Stage documents

Events (grid)

Events (tree)

Data fields

Parties

Cloning applications

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Cloning applications

Cloning an application makes a application which is the same as the original one. You may then modify the clone, leaving the original application unchanged. This technique is useful when you want to make an application which is similar to but not exactly the same as the original.

Using the Application Assistant you may select an application and clone it. The clone has exactly the same events, stages and data fields as the original application. You may modify the cloned application and leave the original application unchanged.

AsstApps_CloneApp

The documents of the original application are used by the clone. The documents stay with the original application and are accessible using the Documents Assistant under the original application. Each application has its own unique identifying number or ID. An applications ID is displayed when selected in the Application Assistant. If an applications ID is 65777, for example, then the document templates of the application are stored in folder <Template Directory>\65777, where <Template Directory> for your installation. The path for this directory is set using the ConfigManager program, is stored in the bcdDocuments.Config file and is displayed when you select menu About - Installation Information.

As long as you do not change the data fields of the original application the clone can use the documents of the original application. You may add documents and data fields to the clone without affecting the original application. Any change you make to the original applications data fields will not be available in the clone until you make the changes to the clone. If you alter the document templates of the original application in such a way that the clone should not use them then an option for you is to:

The copied document template is now a document which is part of the cloned application and is not "borrowed" by the clone from the original each time it is used as a template by the clone.

If you make a clone of a clone then without any further action taken, the documents of both clones are those of the original application.

Cloning has advantages, in that set of related applications can be made quickly. Clones can be deleted without altering the original application.

See Also

Applications: step 3

Stages

Stage documents

Events (grid)

Events (tree)

Data fields

Parties

Event lists

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Archive Restore

Clients and matters can be archived using menu Assistants - Archive - Archive. An archived item can be restored using menu Assistants - Archive - Restore.

AsstArchive

An object that has been archived is not available to be selected, except for restoring. Archived clients cannot be edited or have new matters made for them. Archived matters cannot be opened and their events do not appear in event reports.

Archive and restore are reverse operations whereas deletion is permanent and not reversible.

The benefit of archiving an object is it is removed from view until it is restored. Objects no longer required for any purpose may be deleted.

See Also

Operation - the assistants

Applications

Matter Data - Data and performer default sets

Documents

Non-Working day sets

Pick lists

Sites

Staff

Export an application

Import an application

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Matter Data - Data and performer default sets

Menu Assistants - Matter Data allows you to manage the default data and performer sets. These sets of canned data can be inserted into matters, saving time by not having to enter the same information repetitively into new matters.

AsstMatterData

Select your application and choose either Data or Performer Defaults. Then press Btn_Next.

MatterData_DataPerformer

What is a data set?

Applications make matters. Matters use data specified by application data fields. A data set for an application is a set of application data fields. When data is specified for these fields we have a set of data for a matter made from the application. The set is a default set if it is specified in the definition of the application as the data set to use in any matter made from the application. At matter creation time, when a matter is made from an application, the default data set can selected to replace the default dataset.

For example, if we have an application to perform a task for a client with data fields dependent on the client's city, we could have canned data sets for New York, London and Paris. Most of our matters are for client's in New York so the Default Data set is New York data. This allows or staff to take the default data set when working for New York clients. When a staff member makes a matter for a client in London they select the London data set for the matter.

What is a performer set?

Applications can have events to be performed by staff. Matters can assign staff members to perform an even in the matter. A performer set for an application is a set of events of the application each having a staff member assigned to it. These sets can be applied to matters. If the set is assigned to the application as its default performer set then this set will be applied to a matter of the application.

For example, if a matter is made for a client in London a London performer set would likely be assigned to the matter. If a matter is made for a client in Paris, likely a Paris performer set would be needed.

In This Section

Matter Data - data

Matter Data - performers

See Also

Operation - the assistants

Applications

Archive Restore

Documents

Non-Working day sets

Pick lists

Sites

Staff

Export an application

Import an application

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Matter Data - data

In this area you can edit the default information for a data set. Select the data field you wish to edit and enter the new information in the edit control at the bottom of the window. Use the TAB key or select another data set once you have entered the correct information.

Click the Back button to choose another data set.

See diagram below for illustration of these functions.

DataPerfSets_Data

See Also

Matter Data - Data and performer default sets

Matter Data - performers

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Matter Data - performers

In this area you can edit performer sets. Select the field you wish to edit and choose from the drop down box that appears once a field is selected. Press Btn_Back to choose another performer set.

DataPerfSets_Performer

See Also

Matter Data - Data and performer default sets

Matter Data - data

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Documents

Documents are managed at menu

Assistants_Docs

AsstDocs

A document template contains bookmarks and is a document used to make other documents. Not all documents are templates.

Click the Btn_Next button to continue to the first step of the Documents Assistant.

At order, orderup, or orderequal signs in a column heading, you may reorder the items in the grid by clicking on that column heading.

These observations amt be helpful.

  1. You may insert a new document for use in an application, delete a document, change the status of a document or edit the details of documents. Before a document may be deleted it must first be removed from all applications using it. This restriction safeguards the integrity of applications and existing matters.
  2. Document templates used in bcdDocuments must be registered in Assistants - Docs. All document paths are relative to the TemplateDirectory path specified in the bcdDocuments.config file. This directory can be set using the ConfigManager program. Both the file and program are located in the bcdDocuments directory.
  3. Each document template:
  4. As a convenience the program uses applications
  5. Each application defines its own fields.
  6. A document used in more than one application must have a primary application, and its primary application must contain all the database fields required for use in the document across all applications using the document.
  7. The definition of individual document templates is carried out in MS Word.

In This Section

Select Application

Select Document

Enter Document Details

Update and Report

See Also

Operation - the assistants

Applications

Archive Restore

Matter Data - Data and performer default sets

Non-Working day sets

Pick lists

Sites

Staff

Export an application

Import an application

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Select Application

Document templates belong to applications. In this area, select the application that the document will belong to. To view documents belonging to all applications, choose all applications.

AsstDocs_SelApp

Press the Btn_Next button to continue.

See Also

Documents

Select Document

Enter Document Details

Update and Report

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Select Document

In this area you can insert, delete or select (for editing), documents from the list displayed. All document templates are located relative to the Document Template Path which is set in the ConfigManager program. If any document is not found then it is either not in a directory under the document template path or its relative path is wrong.

You can directly edit a document template from here. To open a document in MS Word, double click on its name.

For further editing (of path name etc), select a document and press Btn_Next to continue.

AsstDocs_SelDoc

Whenever you open a document template for editing it is made aware of the data fields in the client and site databases. If the document is registered as part of an application then it is also made aware of the data fields of the application.

Whenever you change the data fields for clients, sites or the application a document template becomes aware of the changes only when it is subsequently opened for editing.

See Also

Documents

Select Application

Enter Document Details

Update and Report

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Enter Document Details

If you are entering a new document, enter the details of the document, particularly the Name and Path.

The documents entered here are known also as document templates from which actual documents are made by inserting data and other inserted objects.

See the diagram below for illustration of these functions.

Once you have finished editing the documents, click Btn_Next.

Docs_editDocdetails

See Also

Documents

Select Application

Select Document

Update and Report

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Update and Report

After you have edited document details, click the [Update document details] button.

You will then be able to print reports on the documents from the list displayed in the window.

Documents_UpdateAndReport

See Also

Documents

Select Application

Select Document

Enter Document Details

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Non-Working day sets

The Non-Working Day Sets Assistant is where you manage Non-Working day sets of dates for your installation.

NWDS_Menu

These sets are days in the year regarded as "non-working days" and are applied to matters when determining the number of working days from a given date.

All changes made to data here are automatically accepted.

At order, orderup, or orderequal signs in a column heading, you may reorder the items in the grid by clicking on that column heading.

In This Section

What are Non-Working Day Sets?

Edit a Non-Working Day Set

See Also

Operation - the assistants

Applications

Archive Restore

Matter Data - Data and performer default sets

Documents

Pick lists

Sites

Staff

Export an application

Import an application

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What are Non-Working Day Sets?

Non-Working Day Sets are nominally, sets of days on which staff do not work. Of course staff work on many days. More precisely non-working days sets are sets of days not legally counted as working days.

There are several levels of non-working days, to cater for weekends, fixed national holidays, 'floating' or local holidays and staff leave. They are:

NWDS_Example

Event Due Dates

Event due dates are based on the number of calendar or working days before or after other events.

If "Calendar days" are chosen as the days to count, all dates are used to calculate due dates.

If "Working days" are chosen as the days to count, then bcdDocuments takes a "Non-Working Day Set" (as defined by the user) and calculates the due dates based only on the working days available.

See Also

Non-Working day sets

Edit a Non-Working Day Set

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Edit a Non-Working Day Set

Insert, Clone, delete or select a set here.

NWDS_select

For the selected Non-Working Day Set, use the calendar to specify the dates to be non-working. Click a date to toggle it between working and non-working.

NWDS_Edit

See Also

Non-Working day sets

What are Non-Working Day Sets?

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Pick lists

Menu_PickLists

Pick lists are lists of choices that are presented to users as a document is made.. There are various kinds of pick lists to match the various kinds of information that are required in making a document.

  1. Document Lists. These are lists of different groups of documents.
  2. Memo Lists. These are lists of different sections of text (of a paragraph length).
  3. Text Lists. These are lists of different sections of text (of a sentence length).
  4. Gender Plurality List. This is a list of the different Gender Plurality items.

How are pick lists used?

Suppose a document is being made and it requires a name and address to be inserted. If these text items can be put selected from a set then the possible items can be made into a pick list. This list can be presented to the user making the document, who selects a list item into the document.

How are pick lists put into document templates?

Document templates are made from the Docs Assistant. They are managed in an App with the App Assistant. After opening a document template using MS Word use the bcdDocuments toolbar to insert bookmarks and pick lists.

Word_bcdDocsToolbar

In MS Word 2010 and 2013 this toolbar is in menu ADD-INS.

Making and maintaining pick lists uses the Pick Lists Assistant. First select the type of list you wish to edit.

Pick lists are displayed in MS Word when required. Each list is presented in its presentation order, which can be changed as each list is made or edited.

Then click the Next button. Depending on your selection, one of the following windows will appear:

At order, orderup, or orderequal signs in a column heading, you may reorder the items in the grid by clicking on that column heading.

PickLists_Select

In This Section

Document Lists

Memo Lists, Text Lists

Gender Plurality List

See Also

Operation - the assistants

Applications

Archive Restore

Matter Data - Data and performer default sets

Documents

Non-Working day sets

Sites

Staff

Export an application

Import an application

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Document Lists

In the first window that appears, you can choose the Document list you wish to edit from the list available. You can also insert and delete Document lists here.

PickList_DocList_Sel

To choose a different type of list (e.g. Client, Memo or Text), click the Back button, select a different type, and click the Next button to return to this area.

Once you have selected the list you wish to edit, click the Next button.

The second window that appears allows you to edit the selected Document list. You can insert or delete list items, or edit a selected item's description.

PickList_DocListItemEdits

Documents are known by an identification number and these numbers are assigned when a document is registered; so only documents registered in bcdDocuments can be inserted into document pick lists.

If you have a set of documents which you want to appear in a document pick list you must place them in some folder under the template directory and register them using the document assistant. Only document templates under the template folder are visible to the program.

If these documents contain bookmarks referring to data fields from the client or site databases but not bookmarks referring to data fields from any application database, the documents should be placed in the "No Application" folder in the templates directory. Then the documents will be available to all applications and clients. If the documents will contain bookmarks referring to data fields in some application they should be placed in that application's subdirectory and used only in document pick lists used in that application's documents.

Inserting nothing

The smallest MS Word document contains a paragraph mark. When is is inserted into a parent document the parent document receives a single paragraph mark. Several users want to have a choice of entering nothing and do not want a paragraph mark to be inserted when no insertion is selected. This is handled in the following manner.

Any document listed in a document list whose name contains "Nothing" will, when inserted, cause nothing to be inserted. So documents named "InsertNothing.doc" or "Nothing.doc" when inserted from a document list will cause nothing to be inserted, no matter what they contain.

See Also

Pick lists

Memo Lists, Text Lists

Gender Plurality List

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Memo Lists, Text Lists

Memo Lists and Text Lists are managed similar to Document Lists.

Lists contain items of the list. A Memo item can have one or more lines of text. A Text item has one line of text.

A memo might contain several lines for the address of a building or for the description of an object.

A text item might contain the name of a person in charge of an office or the telephone number of a person.

See Also

Pick lists

Document Lists

Gender Plurality List

Gender Plurality List

In the first window that appears, you can choose the Gender Plurality items you wish to edit. You can also insert and delete Gender Plurality items here.

See the diagram below for illustration of these functions. See also Gender Plurality for discussion of the concepts involved.

GenderPlurality_They

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Sites

Sites_Menu

The Site Assistant is where you manage the site information and the data fields that contain that information.

Sites_Menu_sel

For example a data field named "TelephoneNumber" may be different for each Site.

The initial options, either 'manage site data fields', or 'manage sites', are explained below:

  1. Manage Site data fields.
  2. Manage Sites.

Once you have chosen between the two options, click the Next button to continue.

At order, orderup, or orderequal signs in a column heading, you may reorder the items in the grid by clicking on that column heading.

In This Section

Manage site data fields

Manage sites; site data

See Also

Operation - the assistants

Applications

Archive Restore

Matter Data - Data and performer default sets

Documents

Non-Working day sets

Pick lists

Staff

Export an application

Import an application

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Manage site data fields

In this area you can insert, delete or edit the site data fields. Select the field you wish to edit and make the required changes.

Note that these fields will be listed in the available fields for insertion as bookmarks in the document template creation process. See Inserting a bookmark.

Sites_DataFields

See Also

Sites

Manage sites; site data

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Manage sites; site data

In this area, you can edit the details of the selected site. Select "Manage sites", select a site and press Btn_Next

Sites_Menu_sel

Sites_SiteSelect

Select the field you wish to edit and use the edit control at the bottom of the window to edit that information.

Site data editing

See Also

Sites

Manage site data fields

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Staff

The Staff Assistant is where you manage staff details for those who use BcdDocuments.

Staff_Menu

Select the user and then edit the details in the edit controls on the right.

Staff_Edits

The "User" field is the user's network login name. This names is required and allows the user to access bcdDocuments.

An explanation of the difference between the different user types is as follows:

See Also

Operation - the assistants

Applications

Archive Restore

Matter Data - Data and performer default sets

Documents

Non-Working day sets

Pick lists

Sites

Export an application

Import an application

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Export an application

The core storage object in bcdDocuments is the database file, nominally named bcdDocs.fbdb. A core object in bcdDocuments is an application. It may contain document templates and events which when brought into service for a client, assists making documents and tasks to be done for the client. The parts of an application are stored in the database.

If an application is developed, all users sharing the database will be able to use it. To allow users without access to your database to benefit from the application it can be exported from its home database and imported into another database for use there. The exporter packages the application and the importer installs it.

The purpose of Export and Import is to allow an orderly transfer of an application from one installation to another. The process proceeds like this:

Applications can be exported only from the installation where they were developed. The exporter decides whether or not to use a password. Applications with status Active can be exported.

Export_ExportExport

Export_ExportPackage

After inserting a new export package, work through each of the export sub-menus or tabs.

Export_ExportTabs

The [do the Export] tab allows the export package to be made.

Export_doTHeExport

The [Master Doc Scan] tab provides diagnostic comments for all registered documents.

Export_MasterScan

See Also

Operation - the assistants

Applications

Archive Restore

Matter Data - Data and performer default sets

Documents

Non-Working day sets

Pick lists

Sites

Staff

Import an application

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Import an application

Import_Menu

If an installation of bcdDocuments has an application for import the exporter needs your bcdDocuments serial number. The exporter packages their application with your serial number and packages the application. The package is is in a zip file format and can be installed with the password, if the exporter used one.

The first import action is to locate and select the export file whose name will be bcdEx_<something>.zip

Import_SelectImportFile

When saving files exported from bcdDocuments the name of the file should not be changed. Files inside the zip file require the parent file to have a specific name.

Import_SelectedFile

After selecting the file it loads into the program ready for importing. This proceeds in steps.

Review the Summary of the import package. This is a summary of the things imported.

Review the Client and Site fields and Pick Lists imported.

Import_ManageFields

The imported applications bring with them their field and list names which might be similar to or the same as your existing names. You have the choice to rename incoming names with your field names or use incoming names. Once imported you can change their names.

At Event type inspection your can choose to import the incoming event types or replace them with your event type names.These names are used only in the Matter events area and are not used in document creation. These names are used to give meaning to events and are used in reports.

At Pick list inspection you can review the pick lists imported. There will be no name conflicts with existing pick list names. Incoming pick lists are given new ID numbers.

When these reviews are done the final task is to do the import.

Import_DoTheImport

See Also

Operation - the assistants

Applications

Archive Restore

Matter Data - Data and performer default sets

Documents

Non-Working day sets

Pick lists

Sites

Staff

Export an application