The Document Library


 1. Click on the Tools tab.


 2. Click on Document Library.


 3. Click on the Templates folder to expand the listing.

A new Document Library folder structure is provided.


Setting up When the Enhanced Templates are Used


Controlling the availability of a specific enhanced template; setting how you want the template used
throughout your W5.

4.  Click on Enhanced Templates on File (left side panel).

5.  Click on the Edit button for the template that you want to setup the availability for.

 The Usage drop-down menu (*New Feature*) is available in the Document Template Panel.

6.  Click on the Usage drop-down menu and checkmark one or more of the options to specify

     where this template will be available in W5.

7.  Click on the Save button.

 This template will only be available within the check-marked areas of W5.


Document Template on File (Generating Your Template on a File)

Go to File Maintenance,


1.  Click on the Home tab.


2.  Open the file using one of the methods below:


     (a) Click on File Search.

(b)  Specify the needed search criteria.


(c)  Click on the Search button.


(c)  Click on the Edit button belonging to the File you want to generate a document for.


- OR -

 

Enter the file number into the Load File # field, then press the Enter key.

- OR -


(a)  Enter the Claimant's name in the Load Name field, then press the Enter key.


(b)  Click on the Claimant's name in the results list.


(c)  Click on the File # link (right-hand side).


 3. Click on the Documents tab (left panel).


 4. Click on the New button (bottom of window).


 5. Click on the Template menu.

 - OR -


 Click on the From Template link.


 The document and enhanced templates (DOCX) that have been made available through the Usage 
 feature will be listed.



6.  Click on the enhanced template you wish to use.


7.  Click on the Save button (bottom of window).

 Your document will be generated, opened to screen and saved to the Documents on File.


8.  Make the changes to document if needed.

(a)  Click on the Save button (or Ctrl+S) in Word.


(b)  Close from the document.


(c)  Return to the Document Maintenance form in W5 and click on the Save button

      (on the bottom toolbar) to save the changed version of the document to W5.

           A prompt will ask:  "Would you like to upload any changes you have made to this document?"


           (i)    Click on the Yes to save the changes into W5.

          - OR -


              Click on the No button to leave the originally saved document in W5.

     - OR -

              Click on the Cancel button to discontinue the process.

 - OR -


 Close from the document if no changes are needed.

Report on File (Generating Your Report from Anywhere in the File)

Go to File Maintenance,


1.  Click on the Home tab.


2.  Click on File Search.


3.  Specify the needed search criteria.


4.  Click on the Search button.


5.  Click on the Edit button belonging to the file you want to generate a document for.

- OR -

Enter the file number into the Load File # field, then press the Enter key.


- OR -


(a)  Enter the Claimant's name in the Load Name field, then press the Enter key


(b)  Click on the Claimant's name in the results list.


(c)  Click on the File # link (right-hand side).


6.  Click on the Action button (on the bottom toolbar).


7.  Select Other Reports.

The enhanced templates that have been made available through the Usage feature will be listed.


8.  Select the enhanced template (DOCX) you wish to use.

The Enhanced User Report form will display.


9.   Select the Report from the menu.


10. Specify the Output Format:

  Adobe PDF Document (PDF) or Word Document (DOCX).


11.  Specify Delivery:


       (a) View Report Immediately (does not save to W5)


                - OR -


             Save Report to Folder


             - OR -


            Email as Attachment


            - OR -


           Attach as Document on File


12.   Click on the Run button.


Report on Multiple Files (Generating Your Report on a File Search)


1.  Click on the Home tab.


2.  Click on File Search.


3.  Enter the search criteria needed in obtaining the desired results. An example:

Generating a Report of Files Received Today


Date Received from - Specify the current (todays) date in both date fields.


4.  Click on the Search button.

The results matching the criteria will display.

5.  Select all, or click, hold and drag over the results that you want included in the report that is about to be generated.


6.  Click on the Action button (bottom of window).


7.  Hover the mouse pointer over the Reports option.

The document and enhanced templates that have been made available though the Usage feature will be listed.



8.  Click on the template you wish to use for this report.


9.  Select one of the following options:


The selected report will be generated if the All or Selected options were selected.


- OR -


An options window will be made available giving you the ability of making specifications that apply to the template selected.


Make selections and set as need, then click on the button that corresponds with that form (e.g., the Run, Print or Preview button).