Editing Automated Templates

Whether youíre creating a new estimate or schedule or launching contracts or reports from ConstructionSuite, you may want to permanently modify the documents so you donít end up making the same changes time after time. While many software systems with automatically-generated documents donít enable you to modify the master templates, UDA ConstructionSuite makes it easy for you to tailor master files to fit your business needs.  

p WARNING: It is very important that you do not delete automated fields or bookmarks in the templates, as doing so will disable the program from generating the report or document. See the instructions below to learn how to turn on bookmarks in your document.

& NOTE: Only users logged in with administrative privileges will be able to edit report templates.

Edit automated templates

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

  2. Click on the Documents tab.  

  3. Click on Report Templates in the column on the left.  

  4. Right-click on the document you wish to modify.

  5. Select Edit Template.  

  6. Make any changes to the document. Utilize UDA Custom Autodocs features to insert fields, if desired. DO NOT delete any text that is blue (these are automated fields), tables, or bookmarks in the document.  

  7. Go to File > Save. The template will be saved.

Show bookmarks in a document using Microsoft Word 2003

  1. In an open document, click Tools > Options.

  2. On the View tab, select the Bookmarks checkbox.

  3. Click OK.

Show bookmarks in a document using Microsoft Word 2007

  1. Click the Microsoft Office Button , and then click Word Options.

  2.  Click Advanced, and then select the Show bookmarks check box under Show document content.

  3.  Click OK.

Show bookmarks in a document using Microsoft Word 2010

  1. Click the Microsoft Office Button , and then click Word Options.

  2.  Click Advanced, and then select the Show bookmarks check box under Show document content.

  3.  Click OK.