Editing Dispatch Documents

Dispatch Documents are a receipt like document that can be printed when issuing and returning a project box. It can be used to ensure all the resources in the box are present and correct at both points to make sure no resources go missing. The dispatch documents can be edited and tailored to your personal preferences.

To customise the documents, log into the library system and load the Management page. From the menu bar at the top of the page, select 'Settings' then select 'Dispatch Document(s)...' from the list. 

To create a new document, click 'New'. Select an existing document and click 'Edit' to edit your current one. You can also delete your documents or duplicate them.

Use the edit controls to create the document in the page in the middle of the window. You can add merge fields that will pull from the various tables and auto populate. 

If you wish to add Shipping costs and methods or change the margins and orientation, select the 'Options' tab for these settings. 

When you are happy with the look of the document, press 'OK' to save it.