Creating a document - Step 3: the report

Here is the procedure to create the report version of a document

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

There are three steps to creating a document in Hexfit:

This article will focus on the “report” step of the document.

Creation of the “report”



In step:

  1. In the "Report" step, choose to "generate a report". The entire document will appear as you designed it in the "Create Document" step.

  2. Remove superfluous items.

  3. To add elements or their standards:

    1. Click anywhere in the document.

    2. Select "Add" to the right of the page.

    3. Choose the desired elements.

  4. You can also add images, comments or standards to make it easier for the reader to understand or analyze.

❗The changes made at the "report" step will be independent of the "document creation" step. You can therefore adapt this section so that the recipient sees only the parts they want.

Tip: Customize the name of a component

It is advisable to customize the name of the components by clicking on the alphanumeric zone since when adding the element in the report, you will see this name appear.

Otherwise, you can choose only from alphanumeric codes.

Further information

  • To learn more about creating documents, click here.

  • To modify the access and visibility of the report, you have to go through the document configuration step. To learn more, click here.

  • To learn how to complete a document, click here.

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