Paradigm Support Desk

Autofill Working Document Data

When information is required to auto populate from the Working Document through to the linked documents, the Autofill must be selected.  Follow these steps to activate:

Navigation → Administration → Setup → Companies

  1. Double click on the company to change settings.
  2. Select Settings tab.
  3. Tick Autofill Working Document Data and save by using the CTRL + S shortcut.  If this is not ticked then all the data must be selected on linked documents and data won't auto populate.  Example of the advantage: If there is a Working Document per customer, the customer will auto populate on the new document being created.

NOTE: If you don't have access to Administration on the navigation tree, please contact your Administrator to make the necessary changes. 

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