Documents

A document is a Microsoft Word file that can be uploaded and merged with symplr Provider records to then be downloaded or emailed from the system. Depending on the security rights granted to you by the system administrator at your organization, you may run, create, and/or edit a document in symplr Provider. You can also turn on tracking history to record details about the document, such as date sent and recipients.

You can search for documents using , or create new documents via the Global search results, Hubs or through a query.

Note

While both documents and reports contain data from symplr Provider records, the usage is somewhat different. Documents merge records with a Word document to create individualized information that is specific to each recipient. Reports are similar to a single spreadsheet of information sent to a distribution list.

See your Word documentation for more help on merging with Word.

Running a document

When you run a document, the program generates a file containing data from the query linked to the document. Several documents already linked to queries are provided for you, allowing you to quickly generate a document whenever you need it. All documents appear in the inbox hub where you can view, download, email and track queued, scheduled, and completed documents.

A document may contain filters that you can modify before you run the document. Any changes you make to the filters are temporary and will not be saved after you run the document.

Editing a document

If you have the necessary security rights, you can create a new document and link it to the query of your choice. You can also edit the document's formatting and layout, and define a default action for the system to perform when a user runs a document. For example, if you have included provider email addresses in the query results linked to a document, and select email as the default delivery method, when a user runs the document it is delivered to the email address listed for each provider.

Note

A user can temporarily modify the default settings when running a document; however, such modifications will not be saved.

Query images, logos, and document output

You can include images in your queries that you also add to your documents. How query images appear in your documents depends on the situation.

  • If the query has multiple images from different tables for the same provider, the provider will only appear once and the email for that provider will contain multiple attachments.

  • If the query contains images but the document does not, the document will not contain images.

  • If you wish to add a logo to your document, upload it from your local machine to your Word document. You cannot merge images from S:Entities Master Setup.

  • If you run a document with multiple images and a Word or Excel document, you will not be able to combine the multiple attachments into one.