Delete On occasion it becomes necessary to remove documents you have already imported into InFlow. You will have to do so through the Print Settings window (Main Menu-->General Settings-->Print Settings). Once open select the “Custom Documents” icon. You will see your own custom documents listed here as well. Select the document you would like to remove by clicking its icon. You will now see a preview of that template on the right and a button marked “Delete”. Click the delete button and your document will be removed from the program.
In this example, you will see that “Bob’s Custom Invoice” is the document we wish to be removed. It has been selected above by clicking the icon and once you see the preview you can click “delete” to remove it. However, it is important to note that deleting this document through the print settings window only removes your document from inFlow; it does not remove the template from your hard drive. In order to clear the document from there you will have to navigate to it through windows explorer and remove it manually.
Rename As with removing the template it sometimes becomes necessary to rename your documents to make them easier to identify within the program. To do so you will again be starting by accessing the Print Settings Menu (Main Menu-->General Settings-->Print Settings) and selecting the document you’d like to change from the icon list. Once you’ve done so you can use the naming field to rename your document.
As you can see in the figure above, we have chosen to rename this template “Wholesale Customer Invoice”. Once you’re satisfied click “save and close” at the bottom of the window to make the change. The window will close and the existing template which was previously imported will be renamed.
Re-importing InFlow allows you to quickly and easily make changes and re-import the document so you don’t have to start from scratch. In order to re-import a document you must first make your changes to that document in word. Open the in Microsoft Word, make the necessary changes and re-save it.
Now that you have made changes you can re-import using the Print Settings (Main Menu > General Settings > Print Settings) window. Select the document you’d like to re-import from the icons on the left and you will see a preview of the document. Select the “Re-import doc” button and browse to the document you want to re-import. Click open and InFlow will import the document, and save it in your custom documents.
Exporting custom documentation InFlow allows you to quickly and easily grab a copy of a previously imported custom document for further editing. Simply open the Print Settings window and select the corresponding document from your list. Once selected you will see the “export” button and you will be able to export the document and save it wherever you like for further editing.
Now that you have made changes you can re-import using the Print Settings (Main Menu > General Settings > Print Settings) window. Select the document you’d like to re-import from the icons on the left and you will see a preview of the document. Select the “Re-import doc” button and browse to the document you want to re-import. Click open and InFlow will import the document, and save it in your custom documents.
