- Creating a Web Document
- Formatting Web Documents
This article is meant to assist you with building new Web Documents within extendedReach. Web Documents remove the need for Word documents and the extendedReach plugin. They are compatible with all computer types including Macs and Chromebooks.
Similar to regular Word documents, Web Documents can be used for case and home activities and reports.
If you have a question not addressed here, you can contact support at firstname.lastname@example.org.
Creating a Web Document
To create a new Web Document, go to either Program Settings > Program Report (or Activity) Types or Organization Settings > Home Report (or Activity) Types. Click on “Add Program/Organization Report/Activity Type” across the top to start a new Web Document.
Enter the desired Report/Activity Type Information and Configuration options.
Image: Creating a New Web Document
Users have the option to copy from previously completed web documents while completing their documentation. Full administrators and forms administrations can enable this for home and case reports, by turning on the setting ”Allow copy from previous from another report type”. Similarly, to make this feature not available, enable “Do not allow copy from previous”.
Image: Enable for Reports
Image: Enable for Activities
You may also select an existing Activity/Report, then click on Edit to change the Template Type of an existing to Web Document.
Image: Template Type - Web Document
The Web Document layout is similar to how you would create a document in Word. In the Web Document, you can:
- Add, edit, or delete tables
- Change font and adjust font size
- Add checkboxes
- Built in spell checker
- Restore your last draft (it auto-saves every 30 seconds)
- Bold, italicize, and underline text
- Add bullet point or numbered lists
- Prints nicely
- Supports images (either by manually uploading them or copy/paste)
- Use as many field codes as you want
Hover over each icon in the Web Document to see what you can work with.
Image: Formatting Options
Type directly into the Web Document to get started.
You can also copy and paste an entire Word document into this view to save time on re-creating it (you’ll be prompted to remove or keep the original formatting)!
Image: Paste Formatting Options
Here is how a Web Document might look when you’re building it…
Image: Creating a Web Document
…compared with how the Document appears to agency staff when adding a new Report for a case.
Image: Case File View of Web Document
Make sure you click Save once you are finished.