If there are Activities, Reports or Print Templates using Word documents with field codes in them, you can follow these instructions to update them when needed.
extendedReach has a unique feature that allows you to edit Microsoft Word Documents on the extendedReach website the same way you would if they were on your PC’s desktop. This feature automates the download and upload process normally required by websites.
To edit Word Documents in extendedReach, you must install the extendedReach Plug-In (“eR Plugin”). Installing the eR Plug-In requires Microsoft Windows. If you are using a Mac/Apple computer, see Editing Word Documents on a Mac. If you are using an iPad, please see Editing Word Documents on iPad.
Steps to Edit a Word Document
Step 1. Go to “Administration” >“Program Settings” and click on “Configurator”. Click on the desired activity/report/print template.
Click on the “Edit” button. If you are not in “Edit Mode”, you will have read-only access to the Word Document and your changes will not be saved in extendedReach.
Step 3. Edit the Word Document as you would normally, including changing any needed field codes.
Step 4. When you want to save your changes, click “Save” in Microsoft Word.
DO NOT click “Save As” (using “Save As” will save your changes only to your PC and not back to extendedReach).
Once your changes have been uploaded to extendedReach, an “Updated” message will appear over the Word Document icon, indicating it is now safe to save your work.
Step 6. Save the document in extendedReach by clicking the “Save” button.