Creating Custom AutoDocs

Use the Custom AutoDocs Wizard to create a fully-automated construction letter, contract/form, or a custom document in a few simple steps. The Custom AutoDocs wizard is linked with your ConstructionSuite database, allowing you to easily import project and contact information.

If you are using the Custom AutoDocs Wizard to create a document that you plan to reuse often, its best to create a template. A template is a document with predefined settings and content that can easily be used to create additional documents.

If you are using the Custom AutoDocs Wizard to create a document you plan to use only once, you may want to create a normal document for a project.  If you decide later that you want to reuse this document often, you can save it as a template.

Create a document or template with the Custom AutoDocs Wizard

  1. Open ConstructionSuite by clicking the desktop icon or by going to Start > Programs > UDA Technologies > UDA ConstructionSuite.

  2. Go to  New > New File > New Custom AutoDoc.

  3. Select the Document Format.

Unformatted Document will enable you to create the most customized document. You will have the option to include any company, project, and contact information fields on the next page of the wizard.

Formatted Contract will enable you to create a contract or form, or a customized contract or form template.

Formatted Letter will enable you to create a letter or a customized letter template.

  1. Click Next.

  2. Select which automated fields to include. Once inserted in the document, these fields will link into the ConstructionSuite database to automatically insert company, project, and contact information.

If you choose to create an Unformatted Document, you will notice that the available fields are divided by tabs at the bottom for Contact, Project, and Company. Use the >>(double arrow) to include all fields in a tab, or click on individual field names and use the > (single arrow) to add fields one by one.

If you choose Formatted Contract, enter a heading at the top of the screen, then select predefined field groupings for your document such as Owner, Contractor, Project, and Lender.

If you choose Formatted Letter, check which Company and Contact fields you would like to include in your document.

  1. Click Next.

  2. Select a file type.

Project File will create a single file to be used for a project. Click the button next to the destination field to select the appropriate project. This option is best if you are creating a document you plan to use once. If you decide later that you want to reuse this document often, you can save it as a template.

Template will create a template file in the ConstructionSuite system. Click the button next to the destination field to select a designation folder. This option is best if you are creating a document you plan to reuse often. A template is a document with predefined settings and content that can easily be used to create additional documents based on that template.

  1. Select a destination project/folder.

  2. Type a name for the file.

  3. Select an action.

Save and open the document will save the file in the destination you specified and open the document in Microsoft Word.

Save the document, do not open will save the file in the destination you specified.

  1. Click Finish.

 

Once you have created a template with the Custom AutoDocs wizard, you can use it just like a regular document template in the ConstructionSuite system. See Creating and Using Templates in Document Management for more information.