Create a New Document

Overview

Documents in Qvinci are text assets that may be used to convey information to a client. Documents may also be used to create headers or footers for reports. Documents are most commonly used as cover letters, intro letters, tables of content, etc. 

Create a New Document

Step 1. From the left navigation bar, open Reports & Libraries > Libraries.

Step 2. Create a new document from the Create > New Document drop-down on the top right corner.

Step 3. Once the Document Editor opens, you can insert and format the text as desired.

• Change the font from choices of Arial, Times New Roman, Georgia, or Verdana.
• You will have plenty of options for color, text sizes, and indents, etc.
• Users may choose to add a hyperlink to your company site or to copy/paste a logo into the document

Step 4. Click the Save  button and give the new document a distinguishable name.

• If the document should be used as a header/footer for reports in a Package, then check the box located on the top right to flag it as a header/footer before saving.

Step 5. The document can now be found byselecting your Mine tab from Reports & Libraries > Libraries tab for future editing or deletion and may be used when creating a Package.