Step-by-Step Instructions

Step 1: In HIP Desktop, browse to Edit->Create/Edit Documents

Step 2: To edit a current document, select the document from the list using the File Name dropdown bar.

To create a new Document click Add new Document and give the document a name.

Step 3: Once you open or create a new a document, the Text Editor will show up. Type in your changes. You can use the items in the toolbar to format the document.

Step 4: To apply the document to a section, use the second drop down box to select a section. Click the checkbox if the document is a section introduction and should go under the Section Title.

Note: The Documents Autosave but if you want to be sure it saved you can select a different document from the first dropdown, then go back in and select the document you were working on.

The document will now be applied to the section. You should save your template and fully sync to mobile.

Troubleshooting

Common Issues

The text appears malformed, or formatting is not applied in the report: This typically indicates that the document file is corrupt. You should create a new document. Copy the text from the old document into a formatting neutral application like Notepad. Then Copy from Notepad into the new document file. Format the document as needed and set it to the section while setting the old document to Do Not Include.

Contact Support

If you have any questions, please feel free to give us a call at (800) 750-4777, or you can email us at [email protected] or open a chat in the bottom right corner of our main website or HIP Office!