(Dansk version)

Overview

The Report option allows you to create a well-structured data output on your case, including all relevant case information. This information is defined by setting up report templates in the template library and may include:

• list of case's folders and documents (including document registrations);
• values from system and custom metafields;
• list of taxonomy topics;
• list of case parties;
• list of notes;
• list of tasks related to the case, etc.

The output can be generated into one of the popular MS Office format (doc, docx) letting you easily convert the report into PDF format and print it out.

Creating report templates

To get started, you have to upload some report templates into DocuNote template library. Templates usually include placeholders to merge case information into reports.

For details about merging data, see later in this manual.

Microsoft Office Word 2007-2016 documents can be used as report templates.