Document production using Apple Mac with Safari

Features Available
Apple Mac with Safari
Create Word Document from template
Y
Create PDF Document from template
Y
Create Outlook email from template
N
Save document on creation to document store
Y
Document can be opened/Edited Directly
N
Link provided to open document from saved location
Y
Copy of document can be downloaded
Y
Add note when document created
Y
Replace tags in document header and footer
Y

Creating a Document from a Template

 

Click on the Word icon and select a Template from the list

 

 

Select from Create as options

 

 

Create Note (you may be prompted to to top ups) and Save NOT ticked - the Document opens directly in the current window plus a new tab with the Note opens.

 

 

If Save not selected the Document will open (depending on the browser settings this will open either in the same window or a new window.

 

If Save selected you have the following options


Download a Copy
This option will download a COPY on to the users own machine. Select Save As to save the document as required.
Open Windows Explorer(If Open/Edit is unavailable copy the link in Windows Explorer to open the document.)

If you have ticked Create Note you may be prompted to allow the note pop up window
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Opening a Saved Document

Select Documents from the Overview page or Details menu, click the document and select Download a Copy ((Please note - the copy the link to Open in Windows Explorer will not work in Safari.

 

For more information please select from the following options:

Windows and Internet Explorer

Windows and Chrome/Safari/Firefox

iPad

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