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Edit custom docs

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

Deleting your document

On occasion, you may need to remove custom documents that you have already imported into inFlow Inventory.

  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

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.

  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.
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In this tab
  • Deleting your document
  • Renaming your document
  • Re-importing your document
  • Exporting your document
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