Editing documents

Included in a standard installation of Otobase is a word processing program known as 4D Write. This program allows you to create merged documents using the data stored in Otobase. For example, you can create documents such as subject reminder letters, clinician referrals, or operation reports.

Similar to other word processing programs, 4DWrite can open and save in a variety of formats that can be used by other word processing programs, such as Microsoft Word.

You may use 4D Write to create documents as you are working with Otobase. But you can also merge subject information from the database with standard documents. This feature allows you to create documents for different subjects in batches.

Select File > Edit Documents.
The Edit Document form opens.

Select the Document Record List pop-up on the bottom left.
The Document Record List appears.

Select a document.
The document opens.

Make changes or additions to the document and Click Save to Record on the bottom left.
A Request dialog opens.

Save the document in one of two ways:

If you wish to save the changes to this document permanently, click OK.

If you wish to save the changes as a new document, enter a unique name and click OK.

Select File > Open from the 4D Write window.

Browse to the document you wish to open and select Open.

At the bottom of the window, select Save to Record.
A Request dialog appears.

Enter a unique name and select OK.
The document is saved to the database. It will now appear in the Document Record List.

Select File > Save or File >Save As from the 4D Write window.
A 4D Write Export window appears.

Enter a unique name, select a format and select Save.
The document is saved to the location you specified.

Note: You can save the document in a variety of formats including 4D Write, RTF, MS Word and others.