knowledge base

In order to use the custom feature you will first have to create and import the file into InFlow.  To begin you must:

1. Go to the Print Settings menu (via Main Menu-->General Settings-->Print Settings)
2. Choose Custom Docs icon from the list on the left.
3. Click the “Add New Custom Doc” button. This will open the Custom Document selection window which will allow you to choose from four types of custom documents. 

4. Click the icon to select the template you’d like to work with; this will open the window below where you can choose to "open sample" in order to access the document in Microsoft Word.

5. Make the necessary changes to your template (be sure that preset fields are not disturbed as it could affect the integrity of the information which is imported later).  If you need to add tags you will need to merge the document with the correct CSV file.  The process is explained in more detail in the Advanced Custom Document instructions.

6. Save and close the template (take note of what it was named and where it was saved).
7. Go back to the InFlow Print Settings screen (it will still be open) and click the “browse” button beside step 2.
8. Locate and select the document you wish to use and click “open”.
9. Enter a name for the template you just created
10. Click the “OK”.  inFlow will quickly open your template to take a screen shot of your document for your future reference.  This will happen quickly and Word will subsequently be closed.
11. You should now be looking at the Print Settings Window and if you are satisfied with your changes you may now click “Save and close”.