Arrange Tab Usage Considerations

When using the Arrange tab, be aware of the following:

  • Select the row and click Up or Down to arrange the report sections in the desired order for the final report.
    • If you select the first row, the system disables the Up button.
    • If you select the last row, the system disables the Down button.
  • If you move reports or attachments, the system does not save them until you click Save.
    • The system displays the following message:

      The information was saved successfully

    • If you click Close to leave the screen, the system displays the following message:

      You have made changes to the Dossier report order, if you press OK, changes made will be lost.

  • You can remove a section to prevent it from being included in the final build.
    • If you remove a section, the system maintains the order.
    • If the Build process is completed, the system disables the Up and Down buttons.
  • You must select a row before clicking Remove.
    • If you do not select a row, the system disables the Remove button.

      When you click Remove, the system displays the following message:

      Are you sure you want to remove the highlighted row?

  • When you click Remove, the system moves the selected row to the Remove Content section.
    • Click the Minimize/Maximize buttons to collapse and expand the Remove Content section.
    • Collapsing the section provides more space for the Templates / Generated Reports / Additional Content section.
    • When expanded, the Remove Content section displays a minimum of three rows.
  • Click Reinstate to put a removed section back in the report.
    • You must select a row before clicking Reinstate.
    • The system disables the Reinstate button until you select the row.
    • When you click Reinstate, the system displays the following message:

      Are you sure you want to reinstate the highlighted row?

    • When you click Reinstate, the system moves the selected row to the bottom of the Templates / Generated Reports / Additional Content section.
  • If the Build process has completed, the Remove and Reinstate buttons are disabled