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Installation Error Codes Explained
MSXML6 Setup Failed
The SQL Server service failed to start
Could not load file or assembly when loading reports
Crystal Reports 2008 Runtime SP1 - Error 1935
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Getting Started with EASU
EASU Installation Guide
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Running Multiple Companies in Easify
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Installing an Additional Company
Installing EASU for a New Company
Scheduled Orders, Purchases & Backups
Scheduling Overview
Scheduling Recurring Orders
Scheduling Recurring Purchases
Scheduled Backups
Creating Scheduled Tasks
Viewing & Editing Scheduled Tasks
ECommerce with XML/SOAP
ECommerce with XML/SOAP
Easify Connector for WordPress / WooCommerce
Easify Connector for WordPress / WooCommerce
Installation Guide
Setup Options
Orders Options
Customers Options
Shipping Options
Payment Options
Logging Options
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YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
Guides
How to move Easify V3 to another computer
How to manually uninstall Easify V3
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System Requirements & Installation
System Requirements
Installing Easify
Installing Easify for the first time
Installing the Easify Client on a New Computer
Upgrading Easify
Getting Started
Running Easify for the First Time
Evaluation Window
Installing your License
Initial Setup
Setting the Administrator Password
Login Window
Selecting your VAT status
Easify Main Window
Adding Products and Services
About Adding Products
Adding Manufacturers
Adding Suppliers
Creating Product Categories and Subcategories
Configuring Options
Configuring Options
Customers
Phone Dialing
Customer Types
Postcode Lookup
Advanced Options
Finance
Payment Routing
Payment Terms Options
YesPay
Regional Settings
Orders & Quotes
Order Statuses
Order Types Options
Advanced Options
Point of Sale
Receipt Printer
Advanced POS Print Options
Pole Display
Advanced POS Options
Products
Product Options
Default Margins Options
Product Info
Advanced Options
Purchases
Purchasing Options
Advanced Options
General
Document Management
Email Notifications Options
Updates
Advanced Server Settings
Help System
VAT Settings
VAT Settings
You're Ready to Go!
Products and Services
Products
Product Sales History
Adding a New Product
Adding a New Product
Product Details
Product Pricing
Product Stock Levels
Product Notes
Product Info
Editing Multiple Products
Designing & Printing Product Labels
Printing Product Labels
Importing Products into Easify
Importing Products into Easify
Supported Import File Types
Doing a Product Import
Customers
Customers
Orders & Quotes
Orders & Quotes Main Window
Order Status Explained
Working With Orders
Raising a New Order
Working With Products
Product Status
Internal Notes
Document Management
Scheduling
Assigning Users to Jobs
Keeping Track of Hours
Billing
Taking Payments for Orders
Purchasing
Purchasing
Raising a New Purchase
Adding Notes for Your Supplier
Purchase Internal Notes
Document Management
Scheduling Purchases
Recording and Searching Serial Numbers
Paying for Purchases
Paperwork Designer
Overview
Working with Text
Working with Pictures
Working with Boxes and Lines
Working with Data
Working with Sections
Section Editor
Menu Editor
Formula Editor
Advanced Field Formatting
Document Security
Toolbar Reference
Point of Sale
Electronic Point of Sale (EPOS)
Raising a Sale
Cancelling a Sale
Changing Product Quantities
Adding Comments to a Product
Selecting a Customer for a Sale
Creating a New Customer for a Sale
Discounting a Sale
Loading and Saving EPOS Sales
Printing Receipts & Other Paperwork
Taking Payments
Returns and Refunds
Setting the Float
Cashing Up
Knowledgebase
Knowledgebase Overview
Knowledgebase Article Editor
Users & Security
Security
Users
User Permissions
Finance
Finance
Accounts
Accounts
Cashbook
Cashbook
Bulk Invoicing
Troubleshooting
Installation Problems
Installation Error Codes Explained
MSXML6 Setup Failed
The SQL Server service failed to start
Could not load file or assembly when loading reports
Crystal Reports 2008 Runtime SP1 - Error 1935
Easify Advanced Server Upgrade
Easify Advanced Server (EASU)
Getting Started with EASU
EASU Installation Guide
Easify Advanced Server Manager
Running Multiple Companies in Easify
Running Multiple Companies in Easify
Installing an Additional Company
Installing EASU for a New Company
Scheduled Orders, Purchases & Backups
Scheduling Overview
Scheduling Recurring Orders
Scheduling Recurring Purchases
Scheduled Backups
Creating Scheduled Tasks
Viewing & Editing Scheduled Tasks
ECommerce with XML/SOAP
ECommerce with XML/SOAP
Easify Connector for WordPress / WooCommerce
Easify Connector for WordPress / WooCommerce
Installation Guide
Setup Options
Orders Options
Customers Options
Shipping Options
Payment Options
Logging Options
YesPay
YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
Guides
How to move Easify V3 to another computer
How to manually uninstall Easify V3
Easify V3 is no longer supported.
For continued support and to get the latest features we recommend that you
upgrade from V3 to V4
as soon as possible.
CLICK HERE TO LEARN MORE ABOUT UPGRADING TO EASIFY VERSION 4
NOTE:
This help article refers to Easify Version 3 which is
no longer supported
.
Click here if you are looking for Easify Version 4 help articles
.
Paperwork Designer - Section Editor
The
Document Section Editor
allows you to add and remove sections from your document, as well as being able to change the order of the sections, and to specify whether a section is visible and whether it should hide itself when blank.
To launch the section editor either right click the blue area to the left of the Document Designer and select
Section Editor
.
Alternatively click the
Document Section Editor
button in the Paperwork Designer main Window.
The Document Section Editor Window displays the sections that are in your document in a panel on the left.
Adding a New Section
To add a new section, select the type of section that you want to create (in this case Document Header), and click the
Add
button.
The new document header section appears in the Document Section Editor Window.
Note that the original Document Header now appears as
Document Header 1
, and the new Document Header appears as
Document Header 2
.
Changing the Order of Sections
To change the order of a section, select it and click the up arrow to move it up, or the down arrow to move it down.
Note that you can only change the order for similar sections i.e. you can swap one Document Header with another Document Header, but you cannot change the order of a Document Header with a Page Header.
Deleting a Section
To delete a section, select it and click the
Delete
button.
You will be asked to confirm your choice before the section is deleted.
Note that you cannot delete the last section of a given type. For example you cannot delete the Document Header from a document if it is the only Document Header in the document. However you can set it to be not visible instead.
Hiding a Section
To hide a section, select it and tick the
Section visible
checkbox.
Hiding a section causes it to be not printed, and it also will not appear in the Document Designer.
Hiding a Section if it is Blank
This powerful feature allows you to make a section hide itself, only if it contains no data.
Tick the
Hide section if blank
checkbox to have the section hide itself when it contains no data.
This feature is very useful when combined with the advanced topic of
editing formulae
. With this combination you can place a MergeField in a section, and use a Hide Formula to hide the MergeField based on a certain condition. If the section containing the MergeField is set to hide itself when blank, the whole section will be hidden based on your chosen criteria.
We use this technique on the Invoice document that was installed with Easify. In order to show or hide deposit information in the Document Footers of the Invoice, we use a Hide Formula on the deposit MergeFields that hides them if no deposit has been paid. We also set the Document Footer that they are in to hide when blank. This way, if no deposit has been paid, then the deposit footer is not shown. If a deposit has been paid then the deposit information is shown.
Note that this setting only works for MergeFields, if you have static text in your document these do not affect whether a section is shown or hidden. The advantage of this is that you can have a single MergeField hiding a section with dozens of static text boxes without having to write a Hide Formula for each item of static text.
For more information about using formulae in documents click here...