- Adding Web Documents
- Copying Web Documents
This article is meant to assist you with 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, and are created and configured by System Administrators.
If you have a question not addressed here, you can contact support at firstname.lastname@example.org.
Adding Web Documents
Web Documents are added similarly to a regular activity or report. Start by navigating to the case or home file to generate the Web Document. The contents of the form will generate automatically in the General tab view, with the field codes populated.
Type directly into the Web document to make any changes. There are many formatting options available to you in the formatting bar across the top of the Web Document window, including the ability to work in full screen, text formatting, and the ability to insert a page break.
Image: Case File View of Web Document
Once finished, click on Save or Complete across the of the screen.
Copying Web Documents
Copy from previously completed web documents by clicking on Copy Document button at the top of the page. Don’t see this as an option? Contact your System Administrator for assistance with this permission.
When you click on “Copy Document”, a warning will appear letting you know that this will overwrite the current web document in view. Click on OK to continue.
Image: Copy Document
Once the warning is dismissed, a new pop-up will appear where you can select which completed web document you want to copy from. Select the document then click on Ok. It will then populate the current Web Document with previously entered information from the document selected.
Image: Select Document
Make any changes necessary and as always, don’t forget to click on Save or Complete across the top of the page!