Probe | F1 - Using a Template

Published: 09/11/2023

What are the features included in Probe Audit Premium+?

Instructions:

The following describes the feature included in Probe Audit Premium+.

Some documents are template documents and therefore cannot be used in the template form.
Template documents are indicated with the following notice

You have to create a copy of the document, renumber the document and rename the document before it can
be used.

1. Create a copy using the notice

To create a copy once the template document has been opened, click on the OK button in the bottom right
corner of the notice.

A new dialog prompts you to complete the information required to create a copy of the template document.

Once the new document number and document name has been recorded and the folder in which the
document must be created has been selected, click on the OK button.
Another dialog will confirm that the new document has been created.

Click OK to close the template document.
The newly created document will be in the selected folder and can be moved up or down to the preferred
position in the folder.

2. Create a copy from within the document manager

Another option is to create a copy of the document, without opening the template document.
This is done as follows:

Select the document in the document manager.
Right-click to activate the context menu.
Click on Copy to copy the document.
Right-click again to activate the context menu; and
Click on Paste to create the copy of the document.

The copy can also be created by Ctrl+C to copy and Ctrl_V to paste.

The new document will be reflected in the document manager.

To change the name or number of the document, select the document and right-click to activate the context
menu.
Select PROPERTIES to change the document properties.