Accessing Document View

How to:

In Document view, you can:

A blank InfoAssist canvas in Document view is shown in the following image.

Blank InfoAssist Canvas in Document View


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Procedure: How to Access Document View to Build a New Document

You can access Document view from the InfoAssist splash screen to create a new document.

Note: The splash screen must be set to display when you start InfoAssist in order to run this procedure. You use the Options window to set the splash screen to display. For more information, see Changing User Preferences.

If InfoAssist is configured to start in Document mode, rather than with the splash screen, then you can begin this procedure at step 3.

  1. Open InfoAssist, as described in Accessing InfoAssist.

    The splash screen appears.

  2. Select Build a Document.

    An Open dialog box opens.

  3. Select a data source to begin building your document.

    Note: Documents can be built using more than one data source. The source you select here is the one you will begin with, but you can add more at any time. For more information on adding additional data sources, see Data Tab.

  4. Click OK.

    InfoAssist opens a new canvas in Document view.


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Procedure: How to Access Document View by Opening an Item From the Splash Screen

You can access existing documents in Document view from the InfoAssist splash screen.

Note: The splash screen must be set to display when you start InfoAssist in order to run this procedure. You use the Options window to set the splash screen to display. For more information, see Changing User Preferences.

  1. Open InfoAssist, as described in Accessing InfoAssist.

    The splash screen appears.

  2. Click Open Existing Item.

    An Open dialog box opens.

  3. Select one of the documents. Documents are represented by the Document Document icon icon.
  4. Click OK.

    InfoAssist opens the document in Document view.

    Note: If you select a single report in step 3, InfoAssist opens the report in either Query Design view or Live Preview. To view a copy of the report in Document view, see How to Access Document View From the Document Button on the Home and View Tabs.


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Procedure: How to Access Document View by Opening a Report From the Quick Access Toolbar

You can access documents in Document view from the InfoAssist Quick Access Toolbar.

  1. With InfoAssist open, click Open existing item Open existing item icon from the Quick Access Toolbar.

    An Open dialog box appears.

  2. Select one of the documents, which are represented by the Document Document icon icon.
  3. Click OK.

    InfoAssist opens the document in Document view.

    Note: If you select a single report in step 2, InfoAssist opens the report, in either Query Design view, or Live Preview. To view a copy of the report in Document view, see How to Access Document View From the Document Button on the Home and View Tabs.


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Procedure: How to Access Document View From the Document Button on the Home and View Tabs

With InfoAssist open in Live Preview or Query Design view, you can access Document view by clicking the Document button in the Design group. The Design group appears on both the Home and View tabs.

Accessing Document view by clicking the Document button creates a copy of the current single report as a document. You can use this method to promote My Content to Document view.

You can also access Document view in Reporting Objects by following this procedure.

Note: When a Reporting Object is promoted to Document view, any reports and charts that the Reporting Object has are added to the canvas.

  1. With an InfoAssist report open, click either the Home tab, or the View tab.
  2. In the Design group, click Document.

    InfoAssist enters Document view.

    The Document icon is highlighted in the Design group and in the left corner of the Navigation taskbar. The following image shows the highlighted Document icon.

    Document icon highlighted on ribbon and Navigation taskbar

    Note: The single report you started with still exists in the original view. Selecting Document view while a single report is open does not convert the report to a document. It makes a copy of the report, with the copy becoming a document and the original remaining unchanged.

    You can switch between the new document and the original report using the Switch Report button. The Switch button is found on the View tab, in the Report group and on the Status bar. You can also switch between the document and the report using the reports button on the status bar. For more information on switching between reports, see View Tab.


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