This article explains how to use Document Layouts, including the key steps and considerations for configuring them correctly.

How to use Document Layouts

For help when trying to print route cards, and they generate in Word, but the associated drawings don't open in PDF.

Drawings generate as Word when printing route card (Access Hosted Clients)

We are using Microsoft Access to pull data from FactoryMaster and are receiving the following error:

An error has been encountered.
Please make a note of the error.
Error: (3151)…

Errors in Microsoft Access

When selecting all fields and not entering any ranges to export the purchase order detail (from export manager), the CSV only generates column headings and no rows.

Leave all ranges empty and purchase order detail export returns no rows

For help with documents opening blank in Microsoft Word

Documents opening blank in Microsoft Word

We have noticed that the Company Sales, Purchase and Works Orders Overview HTML Document on the main menu of FactoryMaster is displaying a high amount of Rejects, why is this?

FactoryMaster: Company Sales, Purchase and Works Orders Overview HTML Document is displaying a high amount of Rejects

We have a route card that is generated in factory master and is still showing our old logo despite having changed the GUIHEAD file successfully. 
I need to change this…

FactoryMaster: Incorrect logo showing on a works order document

I can open the RTF document but cannot edit the file within Microsoft Word

FactoryMaster: Cannot edit RTF Word documents (Access Hosted Clients)

Arthur Ashdown

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Document queries/issues

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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