Printing Tool

I.  Introduction

In LICIEL, you manage, preview and print your administrative documents (such as estimates, invoices, home inspection agreements, etc.) and inspection reports from the Printing Tool.  

Producing an administrative document/inspection report requires these steps:

    1.  Select and personalize your document templates.

    2.  Merge the administrative document/inspection data with your document templates.

    3.  Save and export.

LICIEL Diagnostics distinguishes two types of templates that are separated into the following tabs:

  • Set Up Administrative Documents - Concern all administrative document templates related to the Back Office management of a job.
  • Set Up Job Documents - Concern all report templates related to the Field Section.

Note: Both administrative and report templates may be prepped and printed from either the File Management window (the Home screen) or the Field Section, via the Printing Tool. 

    I.A  Accessing the Printing Tool

    1.  On the Home screen, click to select the file you want to work with.

    2.  On the Home screen's Buttons bar, click on  to display the Printing Manager window (shown below).

II.  Set Up Administrative Documents tab

Administrative Documents are all job-related records that relate to back office functions, such as estimates, invoices, home inspection agreements, etc.   

Use this tab to manage the printing of your Administrative Documents. 

    II.A  Previewing and Selecting Templates

You can preview and select templates via the Word Processing Software that you have instaled in your computer (Word or LibreOffice).

    1.  On the List of administrative documents, check the box beside the template that you want to preview.

    2.  In the Tools section, click on . 

LICIEL will open the template immediately.

    II.B  Editing Templates   

Once the template is open, if you need to modifying it to adjust it to your exact requirements, take the following steps:

    1.  Make the changes to the template as needed (see the example below).

    
    2.  Save the template in your hard drive (LICIEL Diagnostics Template's folder).

    3.  Back on the Printing Manager window, access the Tools section on the Set Up Administrative Documents tab and click on .

    4.  Select the Add templates from your computer option from the menu.

The Template Manager window will open.

    5.  Click on  to upload the template that you just edited from your computer.

In case that you want to make this template private, check  box in the Options section.

To exclude this template from the list of folders to be generated, check the  box.

On the Template Manager window, you can also indicate the mission(s) that this template includes, by selecting it/them from these three options:
  • Supporting Letter
  • Reminder Letter
  • Invoicing/Estimates

    6.  Click on  to execute the operation; then, click on  to save it and quit this window. 

The template that you just edited will be added to the existing ones on the Set Up Administrative Documents tab.

Note: There is another method for you to edit a template.

    1.  On the Set Up Administrative Documents tab, check the box beside the template that you want to edit.

    2.  Right-click on the selected template to display the Template Status Management window (see below).

Note: The Template Status Management window not only allows you to edit templates, but also manage them depending on your needs. 

For more information about the rest of its functions, kindly refer to section "II.C  Template Status Management window".  

    3.  Click on the Edit template option.

    
LICIEL will open the template immediately.

    3.  Edit the template as needed; then, follow the "Editing Templates" above steps (steps 2 to 6).

    II.C  Renaming a Template


If you want to rename the template that you edited, or any other that you have added from your computer, take the following steps: 

    1.  In the Tools section, click on .

    2.  Select the Add Templates from your computer option to open the Template Manager window, as shown above.

    3.  Click on  to upload the template from your computer.

The template's path will appear in the Access Path of Private Templates drop-down menu and also in the Template Name text field.


    4.  Click on  to display the Name Customization window (shown below). 

    5.  Modify the name or enter a new one in the available text field.

    6.  Click on  to save it. 

A confirmation message will appear to let you know that the template was successfully renamed.

Note: You can also modify the name by entering the new one on the Template Name text field.

    7.  Click on .

The template will show its new name in the List of administrative documents.

    II.D  Managing Templates

Besides allowing you to add templates from your computer, the Add Template(s) button also gives you the two following options:     

    A.  Add Templates via Internet

    B.  Show/Hide deleted templates

    A.  Adding Templates Via Internet

This option opens the Template Manager window (see below) for you to add templates through these two tools.

    1.  Update Templates via the Internet one by one

    2.  Bulk-Update Templates via the Internet

     A.1  Udating Templates Via the Internet One by One

This tool gives you the possibility of adding and replacing templates.

        A.1.1  Adding a Template

    1.  On the Template Manager window, check the radio button.

    2.  Click on  to display the Template Manager window:

    3.  In the upper section, check the box(es) to select the template(s) that you wish to add.

     4.  Click on .

A confirmation message will appear to let you know that the template(s) was/were added successfully. 

Then, it/they will be added to the List of templates contained in your PC (lower section).

It/They will be added to the LICIEL Diagnostic's Templates folder in your computer. 

Use the following buttons to manage the Display and Options:

 allows you to refresh the templates list.
 lets you visualize the selected template.

         lets you to return to the previous page.

          A.1.2   Replacing a Template

Note: Make sure that you really want to replace a template, since selecting this option can eliminate previous useful templates.  

    1.  On the Template Manager window, check the radio button.

    2.  Click on  to display the Template Manager window (shown above).

    3.  Check the box(es) to select the template(s) that you wish to replace.

    4.  Click on .

A confirmation message will appear to let you know that the template(s) was/were replaced successfully. 

Then, it/they will be added to the List of templates contained in your PC (lower section).


It/They also be added to the LICIEL Diagnostic's Templates folder in your computer. 
The template(s) replaced will also appear in red on the List of administrative documents, as shown below. 

Note: Colors applied to the templates (red, green, yellow, purple, etc.) just act as a visual guide for you to find them more easily after making an operation.

     A.2  Bulking/Updating Templates Via the Internet

    1.  On the Template Manager window (shown above), check the radio button.

    2.  Check the box.

    3.  Click on .

Note: Make sure that you really want to bulk/update templates via the Internet, since clicking on the Continue button can eliminate previous useful templates.  

    4.  Await while your computer searches the templates.

    5.  Click on  to save them.

The templates will be added to the LICIEL Diagnostic's Templates folder in your computer. 

    B.  Show/Hide Deleted Templates

This function will show or hide the templates that were deleted at one point.  

Note: LICIEL Diagnostics allows you to visualize the deleted templates, and most importantly, recover them in case that you deleted them by mistake or need to reuse them. 

        B.1   Deleting a Template 

    1.  On the Set Up Administrative Documents tab, select the template that you want to remove from the list.

    2.  Right-click on the chosen template to display the Template Status Management window (see below).

Note: The Template Status Management window not only allows you to delete templates, but also manage them depending on your needs. 

For more information about the rest of its functions, kindly refer to section "II.C  Template Status Management window".  

    3.  Click on the Deleted (this template will be neither updated, nor displayed in the list of available templates) option.

The selected template will appear in Deleted status in the List of administrative documents.

    B.2   Hiding a Deleted Template    


    1.  On the Set Up Administrative Documents tab, select the template that you want to hide from the list.

    2.  In the Tools section, click on .

    3.  Select the Show / Hide removed Templates option. 

The selected template will disappear from the List of administrative documents. 

    B.3   Showing a Deleted Template    

    1.  In the Tools section, click on .

    2.  Select the Show / Hide removed Templates option.

All deleted templates will appear in the List of administrative documents.    

    B.4   Recovering a Deleted Template

    1.  To recover a deleted template, follow the steps explained in the section "II.C  Showing a Deleted Template".   

    2.  Then, select the template that you want to recover from the List of administrative documents. 

    3.  In the Tools section, click on . 

LICIEL will open the template in the software that you selected (Word or LibreOffice). 

    4.  Save the template in your hard drive. 

    5.  Back on the Set Up Administrative Documents tab, click on .

    6.  Continue with the steps described in the section "II.B  Editing Templates" (steps 4 to 6). 

The template will be added to the List of administrative documents, and you will be able to use it again.  

    II.F  Previewing/Generating Administrative Documents

In order to generate an administrative document, you must first select a template to serve as a layout model, as explained in the section "II.A Previewing and Selecting a Template".   

Once you have selected the template, take the following steps:

1.  On the List of administrative documents, check the box beside the template you want to work with.

2.  In the Tools section, click on  to generate and open the document using the selected file's current data. 

  • LICIEL will open the administrative document immediately.

If the Preview is acceptable as is, you are ready to print your document.  

    II.G   Importing Subcontractor's Licence


The Import Subcontractor's License button, located in the Tools section, displays the following menu (see below) to select a special "license" that you grant to subcontractors.

This is an optional service from LICIEL to make your templates available to the subcontractors that you authorize via these licenses.  
LICIEL stores your templates, and keeps them synched as you develop new versions for your subcontractors to access and use.

The menu consists of the following options: 

  • Notices - displays the WikiLICIEL "Printing Tool" article for detailed instructions.  

  • Add a new certificate - allows you to add the new certificate reference number.

      II.H    Reloading the List of Available Templates

To reload the available templates, just click on  in the Tools section. 

      II.I    Displaying Merge Mail Fields

To display the Merge Mail Fields, click on  in the Tools section. 

--->--> See the WikiLICIEL "Merge Mail Field" article for more info.

      II.J  Adding an Additional Document from your Computer 

    1.  To add an additional document from your computer, access the Tools section and click on . 

    2.  Select the document that you want to add and upload it. 

The document will be added at the bottom of the List of administrative documents. 

      II.K  Template Status Management Window

Besides allowing you to edit and delete templates from the Set Up Administrative Documents tab, as explained above, the Template Status Management window also allows you to do the following:

  • Make a template normal
  • Make a template private
  • Edit variables (name, types of fields, etc.)
  • Duplicate a selected template
        II.K.1  Making a Template Normal
By default, administrative templates are set as normal, which means they can be modify each time that you make and update to the LICIEL Diagnostics software. 
To prevent that your templates are changed when updates are completed, you must first mark them as private (see section "II.K.2  Making a Template Private"). So, in case that you need to change their status from private to normal, you have to take the following steps:
1.  On the List of administrative documents, check the box beside the template you want to work with.
    
2.  Right-click on the chosen template to display the Template Status Management window (shown above).
3.  Click on the Normal option.
The template's Private status will disappear from the List of administrative documents.

      II.K.2  Making a Template Private

1.  On the List of administrative documents, check the box beside the template you want to work with.
2.  Right-click on the chosen template to display the Template Status Management window.
3.  Click on the Private (this template will no longer be modified or deleted when updates are completed) option.
The selected template will appear in Private status in the List of administrative documents.
      II.K.3  Editing a Template's Variables
1.  On the List of administrative documents, check the box beside the template you want to work with.
2.  Right-click on the chosen template to display the Template Status Management window.
3.  Click on the Edit variables (name, types of fields...) option to open the Template Manager window (see section "II.B  Editing Templates").
4.  Modify the template as needed. 
5.  Click on  to save the changes and quit the window.

The selected template will show the changes immediately.

      II.K.4  Duplicating a Template

1.  On the List of administrative documents, check the box beside the template you want to work with.
2.  Right-click on the chosen template to display the Template Status Management window.
3.  Click on the Duplicate this template option.

The selected template will be duplicated immediately.

     II.L  Filtering Out Administrative Templates

The Set Up Administrative Documents tab also gives you the possibility of automatically filtering out the Administrative Templates. 

At the very bottom of this tab, you will see the  checkbox, which is marked by default. 

In case that you do not want to automatically filtering out these templates, just uncheck it.

    II.M   Accessing the WikiLICIEL "Printing Tool" Article

On the Set Up Administrative Documents tab's Tools section, click on  to get detailed information about the Printing Tool's functions.

     II.N   Warning Sign

If one of your templates is not in the most recent version of Word (.docx) -or it is already in this format, but it is a corrupted document-, a warning sign will appear beside the Status column on the Set Up Administrative Documents tab. 

 

    1.  To update/correct the model, righ-click on it to display the Template Status Management window.


    2.  Click on the Convert template to docx format option (it will be only available in both cases mentioned above).

The warning sign will disappear and the model will be updated to the most recent version of Word.

Note: To avoid this warning sign to appear, you can just upload models that are already in the .docx format.  

III.  Set Up Job Documents Tab

This tab displays a List of job documents related with the current file. Use the Tools section to manage them and the Utility checboxes to access other functions, as explained below. 

Note: The functions of the Set Up Jobs Documents tab are the same than the Set Up Administrative Documents tab. The only difference is Set Up Jobs Documents tab does not have the option of adding separate documents, but instead it does allow you to do the following via these Utility checkboxes: 

  • Filter Out Templates 
  • Add Licenses/Certificates
  • Delete Signatures
  • Create a Blank Report

    III.A   Utility Checkboxes

      III.A.1   Filtering Out Templates

On the Set Up Job Documents tab Utility checkboxes, check the box to only display templates related to the job(s) that you previously selected for the current file via Job Order> Planning> Job Planning> Jobs/Missions. 

For example, if you are performing a 4 Points Inspection and a Home Inspection, only their respective templates will appear on this tab after you have checked this box, as shown below.

On the contrary, if you uncheck this box, you will see both the templates associated with the current file and the other available templates. 

Note: The function of the repeated Pre-selected templates title (see above) is to delimit the area of the templates vinculated with the current file.
Also, the colors applied to the templates (red, green, yellow, purple, etc.) just act as a visual guide for you to find them more easily after making an operation.

        III.A.2   Adding Licences/Certificates

The Add Licenses/Certificates Utility checkbox allows you to add or not a License/Certificate to all of your Job documents. It means its function will affect to the full range of documents relating to the Field Section.  
    To add a License/Certificate to all of your Job documents, check  the box.

    To remove it, just uncheck the box. 

        III.A.3   Deleting Signatures

The Delete Signatures Utility checkbox allows you to remove or keep signatures included on all of your Job documents, that is, its function will affect to the full range of documents relating to the Field Section. 
    To remove the signatures on all of your Job documents, check the box.

    To keep them, just uncheck the box. 

        III.A.4   Creating a Blank Report

    1.  On the List of Job Documents (on the left), select the document you want to work with.

    2.  On the Utility checkboxes, check the box.

    3.  In the Tools section, click on .
  
    4.  Await while LICIEL generates the blank report.

LICIEL will open the document immediately.

    5.  Work on the document as needed. 

    
    6.  Save it in your hard drive.

IV.  List of Documents Tab

This tab allows you to view/manage a list of all generated documents (Generated Documents section). It also allows you to print them (Documents to be Printed section).

Use the following buttons to manage the Generated Documents section (upper grid).

 to refresh the list of Generated Documents. 

 to view the Windows directory where all documents are contained in the folder.
 to open a selected document(s).
 to delete a selected document(s).

Use the following buttons to manage the Documents to be Printed section (lower grid).

 to print a selected document.
IV.A   Printing a Document
    
    1.  Select the document from the list of Generated Documents section. 
    2.  Click on  to add it to the Documents to be Printed section. 
        Note: To print a document, you can also drag-and-drop it from the upper grid to the lower grid.
   3.  Click on .
 to duplicate a selected document in the lower grid.
 to move a selected document up or down one position in the lower grid. 
 to send a selected document from the lower grid to the upper grid. 

V.  PDF Conversion Tab

This tab allows you to convert your documents to PDF files. 

Note: Be aware that Word documents will be converted in PDF files via your MS Office software.

Use the following buttons to manage the Display and Conversion Options.

 to refresh the Generated Documents List.
 to transfer all documents from the Generated Documents List to the Conversion Zone.
 to remove all documents in the Conversion Zone.
 to transfer documents from the Generated Documents List to the Conversion Zone, and vice versa. 
 to convert documents from the Conversion Zone in PDF files.

    V.A   Converting a Document to a PDF File

Note: Before converting the document(s), make sure to close all .docx documents previously generated and displayed on your computer. 

    1.  Select the document(s) that you want to convert from the Generated Documents List. 

    2.  Transfer it/them to the Conversion Zone by using the green arrow.

You can also drag-and-drop it/them from the Generated Documents List to the Conversion Zone.

     3.  Click on .

A confirmation message(s) will appear in the Convert to PDF section, as shown below.

And you will see the PDF document(s) on the Set Up Final PDF tab (shown below). 

Note: Be aware that when clicking on the Convert to PDF button, LICIEL uses an external software, so it is not responsible for any problem that may occur.

VI.  Set Up Final PDF tab

This tab allows you to generate your Technical Inspection Record from your documents and the PDF files that you previously created on the PDF Conversion tab. 
It also allows you to insert pre-configured certificates in your inspection reports, among others functions.


    VI.A   Adding Documents to the Technical Inspection Record

    1.  Select the Word/PDF document(s) that you want to add from the Generated Documents List.

    2.  Drag-and-drop it/them into the Technical Inspection Record section.

    3.  Click on  to save the selected file(s) in your computer. 

Use the following buttons to manage the Display and Options.

     VI.B   Generated Documents List

 to refresh the list.
 to delete a selected document.
 to display or hide documents in .doc or .pdf formats.

    VI.C   Directory of Certificates Section 

 to delete ...
 to open the Certifications folder in your Directory.
 to introduce a previously recorded certificate in your inspection reports.

       The certification will automatically be added to the Technical Inspection Record section, as shown below.

                                                   
    
    VI.D   Technical Inspection Record Section 
 to access to the Standard and Advanced Settings sub-tabs (see explanations below). 
 to move a selected document up or down one position.
 to remove a selected document.
 to save PDF files.
 to delete all documents.

 

    VI.E   Options button

The  button gives you access to the Standard and Advanced Settings sub-tabs, which work in conjunction with the Generated Documents List. 

      VI.E.1  Standard Settings Sub-tab

The Standard Settings sub-tab opens by default and allows you to do the following: 

  1. Use a digital signature/certificate

  2. Use the PDF Lock Tool

  3. Use the PDF Blocking Tool

  4. Do not open the Final PDF once it is generated

  5. Insert a blank page following each odd-page PDF

  6. Load a template

  7. Save a template

  8. Save all additions/changes

  9. Save the PDF files

        1.  Inserting a Digital Signature/Certificate

This tool allows you to automatically add a digital signature on each PDF document. 

    1.  In the Generated Documents List, select the document you want to work with and drop it into the Technical Inspection Record section, as shown above.  

    2.  Click on  to open the Standard Settings sub tab.

    3.  Check the Use Digital Signature box.

    4.  Click on  to open your Directory, then upload the Digital Signature/Certificate.

The Digital Signature/Certificate's path will appear in the Digital Certificate field, as shown below.

    5.  Enter the Certificate's Password in the respective text field.
    
    6.  Click on  to save the selected file in your computer, as well as in the Generated Documents List. 

        2.  Using the PDF Lock Tool

The PDF Lock Tool allows you to add a lock to prevent opening a PDF document.

    1.  In the Generated Documents List, select the document you want to work with and drop it into the Technical Inspection Record section, as shown above.  

    2.  Click on  to open the Standard Settings sub tab.

    3.  Check the Use the PDF Lock Tool box.

    4.  Enter the password (it must contain 8 characters) in the available text field. 

You can also enable both the Block Editing and Block Printing options, by checking their boxes.

        3.  Using the PDF Blocking Tool

This option enables secure your PDF by preventing the modification (deletion of the copy, modification and image retrieval) and/or printing.

    1.  In the Generated Documents List, select the document you want to work with and drop it into the Technical Inspection Record section, as shown above.  

    2.  Click on  to open the Standard Settings sub tab.

    3.  Check the Use the PDF Blocking Tool box.

    4.  Enter the password (it must contain 8 characters) in the available text field.

If you don't need to open the Final PDF document once it is created, check the Do not open the Final PDF once it is generated box.

In case that you want to introduce a blank page following each odd-page PDF, check the Insert a blank page following each odd-page PDF box.

        4.  Uploading a Template

    1.  To upload a recorded standard settings template, click on .

    2.  Upload the template from your computer. 

        5.  Saving a Template

    1.  To save the standard settings that you just configured as a template, click on .

    2.  Save the template in your computer.

        6.  Saving all Additions/Changes

         To save all your actions, click on .

        VI.E.2   Advanced Settings Sub-tab


This sub-tab, which also works in conjunction with the Generated Documents List, allows you to do the following: 

  1. Insert an additional header to the Technical Inspection Record
  2. Insert an additional footer to the Technical Inspection Record
  3. Add a background image
  4. Insert watermarks to a second PDF
  5. Insert a text watermark
  6. Insert an image watermark
  7. Load a template
  8. Save a template
  9. Save all additions/changes
  10. Save the PDF files

        1.  Inserting an Additional Header to the Technical Inspection Record

    1.  In the Generated Documents List, select the document you want to work with and drop it into the Technical Inspection Record section, as shown above.  

    2.  Click on  to open the Advanced Settings sub tab.

    3.  Check the Insert and additional header to the Tech. Insp. Record box. 

    4.  Select an additional header from the available drop-down menu or write one to your liking in the available text field. 

    
    5.  Click on  to save the file in your computer, as well as in the Generated Documents List. 
The additional header will be inserted in the inspection report, as shown below. 

        2.  Inserting an Additional Footer to the Technical Inspection Record 

    1.  In the Generated Documents List, select the document you want to work with and drop it into the Technical Inspection Record section, as shown above.  

    2.  Click on  to open the Advanced Settings sub tab.

    3.  Check the Insert an additional footer to the Tech. Insp. Record box. 

    4.  Select an additional footer (e. g., a Mail Merge Field to enumerate the pages) from the available drop-down menu, or write one to your liking in the text field. 

    5.  Click on  to save the file in your computer, as well as in the Generated Documents List. 

The additional footer will be inserted in the inspection report, as shown below. 

        3.  Adding a Background Image

    1.  In the Generated Documents List, select the document you want to work with and drop it into the Technical Inspection Record section, as shown above.  

    2.  Click on  to open the Advanced Settings sub tab.

    3.  Check the Add a Background Image box. 

    4.  Click on  to open your Directory; then, upload the image (it could be bmp, jpg, jpeg, gif or png format).

The background image's path will appear in the respective field.

    
    5.  Click on  to save the file in your computer, as well as in the Generated Documents List. 

The background image will be inserted in the inspection report, as shown below. 

        4.  Inserting Watermarks to a Second PDF

    1.  In the Generated Documents List, select the document you want to work with and drop it into the Technical Inspection Record section, as shown above.  

    2.  Click on  to open the Advanced Settings sub tab.

    3.  Check the Insert Watermarks to a Second PDF box.

        5.  Inserting a Text Watermark

    1.  In the Generated Documents List, select the document you want to work with and drop it into the Technical Inspection Record section, as shown above.  

    2.  Click on  to open the Advanced Settings sub tab.

    3.  Check the Insert a Text Watermark box.

    4.  Select a text from the available drop-down menu or write one to your liking in the text field.

    5.  Click on  to save the file in your computer, as well as in the Generated Documents List. 

The text watermark will be inserted in the inspection report, as shown below. 

        6.  Inserting an Image Watermark

    1.  In the Generated Documents List, select the document you want to work with and drop it into the Technical Inspection Record section, as shown above.  

    2.  Click on  to open the Advanced Settings sub tab.
    

    3.  Check the Insert and Image Watermark box.

    4.  Click on  to open your Directory; then, upload the image (it could be bmp, jpg, jpeg, gif or png format).

The image watermark's path will appear in the respective field.

    
    5.  Click on  to save the file in your computer, as well as in the Generated Documents List. 
The image watermark will be inserted in the inspection report, as shown below. 

        7.  Uploading a Template

    1.  To upload a recorded advanced settings template, click on . 

    2.  Upload the template from your computer. 

        8.  Saving a Template

    1.  To save the advanced settings that you just configured as a template, click on .

    2.  Save the template in your computer.

        9.  Saving the Changes

To save all your additions/changes, click on .

VII.  Submit Reports Tab

This tab allows you to visualize/manage PDF, Word and other documents you have been working with.  

It also allows you to send emails and SMS messages to people related with the current job, and connect to the LiciWeb interface, among other functions.

    VII.A   File's Folder and Generated Documents List

Use the following buttons to manage this section.

 to refresh the list.
 to display/hide PDF, Word and Other documents on the list. 
 to select PDF files from the list. They will be marked in red. 
 to delete selected folder(s) from the list.
 to open your Directory.
 to open selected folders(s) on the list. 

    VII.B   Submission Area

The Submission Area includes three sub-tabs that allows you to connect with the inspection report recipients and your LiciWeb account:

  1. Emails
  2. LiciWeb
  3. SMS 

    1.  Emails Sub-tab

      1.1  Sending an Email Using the LICIEL Default Message Template 

   1.  Click on  to charge the automatic LICIEL Diagnostics template, as shown below.

    2.  Click on  to send the email from LICIEL Diagnostics.

      1.2  Sending an Email Using a Saved Message Template 

    1.  Enter the recipient's Email address.

    2.  Introduce the Subject.

    3.  Click on  to open the Email Template window. 


    2.  Select the template you want to work with. 

You can use the  button to select all templates and the  button to deselect all of them.  

    3.  Click on  to insert the message template in the Message text field, as shown below.

    4.  Click on  to send the email from LICIEL Diagnostics.

      1.3  Saving your Message as a Template 

    1.  Write your message in the Message text field. 

    2.  Click on .

    3.  Select the New Template option from the menu.


    4.  Save the template in your computer.

      1.4  Editing a Message Template

    1.  Click on .

    2.  Select the Edit Template option from the menu.

    3.  Select the template you want to work with from the saved templates in your computer.

The Edit Templates window will display for you to modify the template as needed and/or to insert it Mail Merge Fields. 

--->--> See the WikiLICIEL "Mail Merge Field" article for more info. 

    4.  After modifying the template, click on  to save the changes. 

In case that you do not want to save your operations, click on .

    2.  LiciWeb Sub-tab

This sub-tab, which works in conjunction with the File's Folders and Generated Documents List (left section of the Submit Reports tab), is useful if you have subscribed to LiciWeb option. 

If so, it allows you to work from your LiciWeb account, notify the client of new file status, and email all actors related with the job, among other functions.

      2.1  Creating a File Online from your LiciWeb Account 

    1.  Click on  to display the following window. 

By default, LICIEL Diagnostics automatically inserts the File's name. You can keep it or modify it to your liking.


    3.  Click on  to save it. To cancel the operation, click on .

A confirmation message will appear to let you know that the account was already created (see below).
   
    4.  Click on "OK" button. 

A Record Identifier associated with the account that you just created will display in the LiciWeb Record Identifier field.

This number is used to make the connection between your client's files on your computer and unique records on the Internet.

If you need to refresh the Record Identifier area, click on .

      2.2  Submitting Folders to LiciWeb

    1.  Select the folder(s) that you want to submit from the File's Folders and Generated Documents List (on the left). 

The folder(s) will be marked in blue. 

    2.  Click on  to open the following window.

    3.  Introduce the folder name and any comment that you would like to add in the respective text fields.

    4.  Click on  to save them.

The selected folder(s) will be submitted in sequence and will go directly into the account identified by the LiciWeb Record Identifier. 

In case that you want to use the folder name without asking for confirmation, check the respective box. 

      2.3  Notifying Client of New File Status

    1.  Select the file status from the available drop-down menu or enter it imanually. 

    2.  Click on  to send it to the client.

The LiciWeb sub-tab also allows you to open the LiciWeb interface to access files in process.

      2.4  Connecting to LiciWeb

    1.  Click on  to open the LiciWeb's webpage on your browser.

    2.  Enter your username and password; then, login in to your account.   

Your LiciWeb page will open for you to view/manage all your files. 

      2.5  Opening your LiciWeb Record

Click on  to access to your LiciWeb Record.

A LiciWeb session must be opened on your Web browser in order to work properly.

      2.6  Emailing Actors Authorized to View File


Click on  to recapitulate the people that you want to send an email. 

Click on  to notify ...

       2.7  Giving Sporadic Access to a Chosen Person on your Account

    1.  Click on  to open the following window. 

    2.  Introduce the recipient's email address. 

    3.  Click on  to send the email.

A confirmation message will appear to let you know that the email was sent to the chosen recipient.

In case that you need to clear this entry, click on .

      2.8  Warning all File Actors

    1.  Click on  to open the LiciWeb Contacts window.

    2.  Select the File's recipient from the list.

You can use the  button to select all recipients and the  button to deselect all of them.  

    3.  Click on  to send the email(s).

 A confirmation message will appear to let you know that the email(s) was/were sent to the selected recipient(s). 

    3.  SMS Sub-tab

This sub-tab allows you to send SMS messages to people associated with the current job.


      3.1  Sending an SMS Message

    1.  Enter the recipient's phone number. 

    2.  Click on  to open your Directory and select a file to attach it to the message. 

The file's path will appear in the File text field.

If you need to remove this attachment, click on .

    3.  Enter the message (no more than 120 characters). 

    4.  Click on  to send it.