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Hints and tips

  • By default, any user in the same organisation as the document creator will have read/write access to it.

  • When you create a new project, it will automatically be set as a 'favourite' on the dashboard

  • The 'Type' and 'Sub-type' drop down menus are 'sticky' which means your last selection will be remembered when you create a new project

  • In Bill projects, a bill document template will consist of the Preface and Body.  The pre-populated text will be affected by your choice of type and subtype. You can manually insert the front cover, table of contents and back cover depending on when/whether you need them.

  • In SI/SSI projects, a SI/SSI document template will consist of the Preface, Preamble and Body.  The Procedure you select will determine whether the document is created on a Made or Draft document template.  You can change the procedure later if it changes after you start drafting the document. You can manually insert the Table of contents, Signature block, Explanatory Notes, Commencement history table and other preface-related elements depending on when/whether you need them