When you are in Edit Mode in Document Manager, the following Document Editing functionality becomes available:
Source - this toggle allows you to switch between the whole available dataset, and a simplified data set.
"Simplify Source" can be useful to use to quickly establish merge blocks
"Full Source" is what you want to use if you want access to the whole available data set
In general, you will want to ensure you are toggled to "Full Source". However it does 'slow down' the engine, and so Simplify Source can be handy to use when you aren't concerned about the bulk of the available data
Expand icon - this will expand the editor to a full screen.
Close - this will close the editor, without saving your work. This can be good to use if you in fact want to remove any edits and go back to your most recently saved draft.
Export as - this gives you options to export your Print Form. Current options are Word, PDF and TX.
TX is a format that allows you to download a Print Form and then upload to create a new Print Form, maintaining the work/mapping etc you have on the original
Test Doc - this will trigger the editor to SAVE your work, close the editor, and take you to the Document Test Functionality.
Load from file - this allows you to upload an existing form in Word, PDF or TX format as a template for your new form design.
Save - Saves your work. Note you cannot go back to previously saved versions of a draft. So if you want to save your current work in a draft, you should/can download a TX at any time and save. This can be re-uploaded at any time to get back to this design.
Field Navigation - this shows you to see the 'data-tree' you have built in your form
this allows you to easily click through to specific sections of a form
for each section, you can expand to see the actual data elements that have been added to the section
Editing Panel - the editing panel gives you all the available Editing functionality in the editor. You will find it is mostly quite familiar to Word functionality, however there are some particular functions that manage the 'data' itself will be new to you:
Reporting - is the section that gives you access to all the data in Simpology databases. You will need to become familiar with this section in order to map data to your forms.
Formulas - is a section that allows you to create dynamic logic for your form