Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
How Do I Know Which Template I Need?
Inform Direct makes it easy to search the Template Library and discover which template is right for you.1. Go to Documents & Reports and choose the 'Template Library' tab. 2. If you are unsure th...
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How Do I Produce a Document Through the Template Library?
Inform Direct's Template Library is a useful collection of preprepared documents that are easy to produce. Use of the library is included free of charge for all subscribers to the software. A fee ...
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How Do I Remove a Template From the Favourite Template Folder?
Inform Direct make it easy to manage your favourite templates. 1. To remove a template from your favourites, go to Document & Reports and select the 'Template library' tab. 2. Find your 'Favourite ...
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How Do I Use the Favourite Function in the Template Library?
The Template Library is constantly updating and expanding but Inform Direct makes it easy to organise with the Favourite function.The Favourite Folder is useful for finding documents that you use r...
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How do I Locate a Template in the Library?
The Template Library is constantly updating and expanding but Inform Direct makes it easy to navigate.1. Go to Documents & Reports and choose the 'Template Library' tab. 2. Here you...
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The Template Library
Inform Direct's Template Library is a useful collection of preprepared documents making processes even easier for you.The Template Library is constantly being updated and reviewed so that the docum...
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How to create consolidated minutes for multiple or previous actions
In cases that multiple actions could be approved within one set of minutes, Inform Direct allows you to combine them in the same document.All actions completed from the autumn of 2024 will be avail...
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How Do I Print a Document?
Inform Direct makes printing documents easy.When you press 'Print' in Inform Direct it creates a PDF. So, if you have already tried to print a document, check your downloads folder.For details of ...
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How to view documents for a specific company
The Documents & Reports section of Inform Direct shows all documents generated for all companies in one central library. However, Inform Direct has shortcuts to help with locating documents for a s...
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What Document Types Can a Document be Tagged With?
The power of the Document Library is the simplicity with which Documents can be added and the ease with which they can be retrieved.The retrieval process is greatly assisted if the Document you are...