How to create a new customer?
Starting DocumentsNow, you will view your “Customer List” first. To add a new customer to your list, select from the top menu bar. Save and Close the form when you have filled in the required fields.

What is my “Customers list”?
The “Customers list” is used for browsing Customer Records and creating Check Formats, managing Batched Jobs and storing History (for each customer separately). Remove filter from the blue arrow to view your complete list. In order to edit a specific customer, select the customer and open it for editing either by Double-clicking the row, or by pressing Enter, or with the “Open” command (Ctrl + O) of the toolbar or context menu.

How to create a new “Bank”?
To start managing banks choose Admin menu Manage Banks. Select from the top menu bar. This is how to start the creation of your “Banks list”.

How to create new “Software”?
To start managing software choose Admin menu System Parameters Manage Software List. Select from the top menu bar. This is how you start the creation of your “Software list”.

How to create a new “Template”?
To start managing templates choose Admin menu Manage Templates. For your convenience DocumentsNow includes pre-designed templates. If you need new templates, select from the top menu bar.

How to draw a “Template”?
You use the Template Designer first, when you create a template, and second, when you create a Check format and edit its layout. Start the “Template Designer”, by Editing the Template you have just created. The Template Designer is similar to a "desktop publishing" or "page layout" program.

Note: Any editing you do in the Layout Editor will only affect the current check format. Other checks based on the same software compatibility option will not be affected. For more details refer to the full DocumentsNow Manual or visit www.pariscorp.com/docsnow

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