Document Store Admin Portal – Creating AutoText

1. To access the Admin Portal, type documentstoreadminportal.app into your web browser and press the enter key.
2. Select Autotext from either the left side menu or the large centrally located button.

1. Select your Department from the drop down list. Your department’s autotext list will be displayed.
2. Ensure Departmental is chosen. The other option is personal.
3. Click Create.



4. Type a Name for the autotext. Note – each name must be unique.
5. Type or copy and paste your text. Note – the right mouse facility does not provide a paste feature so remember to use the key board shortcut of Ctrl V to paste.
6. Include Data Items, if required.
7. Click Save.

 
The autotext will be listed and available to everyone in that department to use when creating a new Document.