How do I delete, rename, re-import and export custom documents in inFlow On-Premise?

Please note: we will sunset inFlow On-Premise on July 31, 2024. After sunset we will stop selling or activating new licenses for inFlow On-Premise and stop providing support (including online KB articles).

Deleting your document

On occasion it becomes necessary to remove custom documents you have already imported into inFlow On-Premise.

To delete a custom document:

  1. Go to Main Menu > Options > Print Settings.
  2. Click the Custom Docs icon.
  3. Select the document you want to delete.
  4. Click the Delete button.

Renaming your document

As with removing the document, you may want to rename your documents to make them easier to identify within the program.

To rename a custom document:

  1. Go to Main Menu > Options > Print Settings.
  2. Click the Custom Docs icon.
  3. Select the document you want to rename.
  4. Change the name in the Doc Name field.
  5. Click Save & Close.

Re-importing your document

inFlow allows you to quickly and easily re-import the document so you don’t have to start from scratch if you need to make changes. In order to re-import a document, you must first make your changes to that document in Microsoft Word. Open the file in Microsoft Word, make the necessary changes, then re-save it.

To re-import a custom document:

  1. Go to Main Menu > Options > Print Settings.
  2. Click the Custom Docs icon.
  3. Select the document you want to rename.
  4. Click the Reimport Doc button and locate the document on your computer.
  5. Click Save & Close.

Exporting your document

inFlow allows you to quickly and easily grab a copy of a previously imported custom document for further editing.

To export a custom document:

  1. Go to Main Menu > Options > Print Settings.
  2. Click the Custom Docs Icon.
  3. Select the document you want to export.
  4. Click the Export button and choose where to save it.
  5. Click Save & Close.
inFlow Inventory
Archon Systems
w,
+1.866.923.4974
260 Carlaw Ave #397
Toronto, ON, M4M 3L1
Canada
September 21, 2018

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