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How to add a automatic Document Text to Customer Order

  • November 25, 2025
  • 5 replies
  • 23 views

ashenfdo
Sidekick (Customer)
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Is there a way to add an automatic document text to the customer order for a specific site?

 

 

 

Best answer by PRODQ

Does this help?  

Create a Phrase ID.  

Create a Phrase Detail to connect to Document and apply Company/Site details ...

 

5 replies

PRODQ
Superhero (Customer)
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  • Superhero (Customer)
  • Answer
  • November 25, 2025

Does this help?  

Create a Phrase ID.  

Create a Phrase Detail to connect to Document and apply Company/Site details ...

 


ashenfdo
Sidekick (Customer)
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  • Author
  • Sidekick (Customer)
  • November 26, 2025

Hi ​@PRODQ  thanks for the answer it automatically attached but can I decide whether it can go in the footer or in the header?


ashenfdo
Sidekick (Customer)
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  • Author
  • Sidekick (Customer)
  • November 26, 2025

Hi, I mean the output type , can we set that?

 


PRODQ
Superhero (Customer)
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  • Superhero (Customer)
  • November 26, 2025

It doesn’t use Output Type; when you create a Phrase ID you then connect that Phrase ID to a “Document”. 

 

You’d need to investigate the document layout for where it appears - depending if you’re using Report Designer or Crystal or something else to handle your Report Layout.  


ashenfdo
Sidekick (Customer)
Forum|alt.badge.img+8
  • Author
  • Sidekick (Customer)
  • November 26, 2025

Hi ​@PRODQ  thanks a lot for your responses