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You can access Document view from the InfoAssist splash screen to create a new compound document.

Note: The following procedure assumes that the splash screen is set to display when InfoAssist is started. If the splash screen is not the default and you would like to alter the User Options, see Changing User Preferences. If the splash screen is turned off and Document is selected as the Start Mode, you can begin the following procedure at step 3, otherwise this procedure cannot be used to create a new Compound document.

1. Open InfoAssist, as described in Launching InfoAssist.

   After you launch InfoAssist, the splash screen appears.

2. Select Build a Document, as shown in the following image.

   

   An Open dialog box appears.

3. Select a data source to begin your compound document. Click OK. InfoAssist opens a new canvas in Document view.

   Note: Compound documents can be built using more than one data source. The source you select here is the one you will begin with, you can add more at any time. For more information on adding additional data sources, see Using the Data Tab.

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You can access existing compound documents in Document view from the InfoAssist splash screen.

Note: The following procedure assumes that Show splash screen is selected in the Options dialog box. If the splash screen is not the default and you would like to alter the User Options, see Changing User Preferences.

1. Open InfoAssist, as described in Launching InfoAssist.

   After you launch InfoAssist the splash screen appears.

2. Select Open Existing Item, as shown in the following image.

   

3. Select one of the compound documents, which are represented by the Document icon.

   

4. Click OK.

   InfoAssist opens the compound document in Document view.

   Note: If you select a single report in step 3, InfoAssist will open the report in either Query Design view or Interactive Design view. To view a copy of the report in Document view, refer to How to Access Document View From the Document Button on the Home and View Tabs.

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You can access existing compound documents in Document view from the InfoAssist Quick Access Toolbar.

1. With InfoAssist open, select Open existing item from the Quick Access Toolbar.

   An Open dialog box appears, as shown in the following image.

   

2. Select one of the compound documents, which are represented by the Document icon.
3. Click OK.

   InfoAssist opens the compound document in Document view.

   Note: If you select a single report in step 2, InfoAssist will open the report in either Query Design view or Interactive Design view. To view a copy of the report in Document view, refer to How to Access Document View From the Document Button on the Home and View Tabs.

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With InfoAssist in Interactive Design view or Query Design view, you can access Document view by selecting the Document button that is in the Design group. Accessing Document view with this method creates a copy of the current single report as a compound document. You can use this method to promote My Reports to Document view. You can also access Document view in Reporting Objects by using the following steps.

The Design group is part of both the Home and View tabs and is shown in the following image.

1. With an InfoAssist report open, select the Home or View tab in the Control Panel.
2. Select Document in the Design group.

   InfoAssist will enter Document view. To reflect this, the Document icon will be highlighted in the Design group, and in the left corner of the Navigation taskbar. The following image shows the highlighted Document icon.

   

   Note: The single report you started with will still exist in the original view. Selecting Document view while a single report is open does not convert the report to a compound document. It makes a copy of the report, with the copy becoming a compound document and the original remaining unchanged. You can switch between the new compound document and the original report using the Switch Report button in the Report group on the View tab of the Control Panel. For more information on switching between reports, see Using the View Tab.