How do I create or edit documents?

Twyll provides organizations with the ability to create templates that can be used to generate various types of documents which can pull and utilize a Client's profile or curriculum information.

Who can create documents or manage templates?

Creating and Editing Documents - Users with a Supervisor or higher-level role can create and edit documents using the templates.

Template Management - Curriculum Managers or Agency Administrators are the staff that are able to modify the templates that are used in generating new documents. 

How do I create a new document?

Navigate to the Documents tab in the Twyll navigation menu:

Once in the documents view, you can either find an existing document to edit, or create a new document. To create a new document, click "New" in the top right of Twyll:

Doing so brings up a small window that contains some information to define the new document:

After creating the document, you'll get a notification that the document is generating for you, allowing you to wait for that to be done, or providing the option to navigate back to the documents list and perform other workflows while that document is generated.

How do I edit an existing document?

To edit an existing document, search for (if necessary) or find the document you'd like to edit and just click on it. Once you're in the document view, you can find the "Edit" button to make edits to the document, or you can download a PDF copy of the document or finalize it, preventing further edits unless the document is reverted back into an "in progress" state.

Comments can be added to any highlighted text when viewing or editing a document. Comments will show to users when selecting the commented-text which is highlighted.