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 Manually Inserting Texts


2026/02/18 • 3 min. to read
This page allows you to manually select which texts should be inserted into the current document. This function is useful when you want to add texts to a document afterwards or in a targeted manner.

When is this page used?

This selection appears when you execute the Insert/Update Texts action in a document. Depending on the document type, different text types are offered for selection:
Document Type Available Text Types
Sales and Purchase Documents Beginning Texts, Ending Texts, Payment Terms Texts, Shipment Method Texts
Service Documents Beginning Texts, Ending Texts, Payment Terms Texts, Shipment Method Texts, Service Order Type Texts
Service Contracts Beginning Texts, Ending Texts, Payment Terms Texts, Service Contract Group Texts
Jobs Beginning Texts, Ending Texts, Payment Terms Texts

Step-by-Step Instructions

  1. Open the desired document (e.g., Sales Order, Purchase Invoice, Service Order, or Job).
  2. Select the Insert/Update Texts - Selection action from the ribbon.
  3. The Insert/Update Texts - Selection page opens.
  4. Enable the checkboxes for the text types you want to insert or update.
  5. Click Yes to insert or update the selected texts, or No to cancel.

Note

Not all text types are available in every document. The options are automatically shown or hidden based on the document type.

Options

The following options are available:
Beginning Texts Specifies whether beginning texts should be inserted into the document. Beginning texts are displayed at the start of the document.
Ending Texts Specifies whether ending texts should be inserted into the document. Ending texts are displayed at the end of the document.
Payment Terms Texts Specifies whether payment terms texts should be inserted into the document. These texts are derived from the payment terms specified in the document.
Shipment Method Texts Specifies whether shipment method texts should be inserted into the document. These texts are derived from the shipment method specified in the document. This option is only available in sales, purchase, and service documents.
Service Order Type Texts Specifies whether service order type texts should be inserted into the document. These texts are derived from the service order type. This option is only available in service documents.
Service Contract Group Texts Specifies whether service contract group texts should be inserted into the document. These texts are derived from the service contract group. This option is only available in service contracts.

Frequently Asked Questions

Why are not all text types displayed?

The available text types depend on the document type. For example, service order type texts are only available in service documents, while service contract group texts are only displayed in service contracts.

What happens if texts already exist in the document?

The new texts are inserted additionally. Existing texts are not deleted or overwritten.

Can I edit the texts after inserting them?

Yes, after inserting, you can edit the texts via the Document Text Lines page or directly via the Beginning Text - Doc./Sequel and Ending Text - Doc./Sequel fields. For more information, see Working with the App, Using Beginning and Ending Texts.

Tip

For information on setting up the different text types, see:

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