We have pre-configured Docusnap for the majority of tasks required by our users. If you need features that add to the default configuration, Docusnap provides a number of options for this purpose:
A license for the Customizing module is necessary to extend the database structure, add new meta objects and create data entry screens. Modified settings can easily be transferred to other Docusnap installations.
Important note: With the exception of reports, the customizations in Docusnap are limited to adding new elements to existing structures or defining new elements. Elements that already exist in Docusnap cannot be deleted, since this would lead to uncontrollable application behavior.
This manual is subdivided into the following sections:
Docusnap uses certain directory structures and database information to represent custom settings. This section introduces these structures and mechanisms and serves as the basis for the following sections.
The Docusnap Management can be used to create additional types and customize Docusnap.
This section explains how to create new reports, use the Docusnap Report Designer and assign reports to an object in the tree view.
This section illustrates the structure of the Docusnap database and shows you how to extend the existing data structures.
Meta objects represent individual elements in the different tree hierarchies. For information on how to define or extend existing meta objects, see this part of the manual.
Data entry screens are user interface elements that allow the users to enter data. You can extend existing data entry screens or define new ones.
In Docusnap, you can export your customizations and import them to other environments. This way, it is possible to make customizations of the database structure, the meta objects and data entry screens available to other databases or even other Docusnap installations without much effort.