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EMS Software, LLC

Working with Drawings in the Navigator

The term drawing is used to describe a file (text-based or image file) that you can add to a booking. The file can stored on your organization’s network, or you can create a drawing “on the fly,” in the default drawing program on your EMS client, and then add it to a booking. Typically, a drawing is a setup diagram of the booking room. You can also detach a drawing from a booking, and view and edit a drawing.

To work with drawings in the Navigator

1. Open the reservation in the Navigator.

2. In the left pane of the Navigator, expand the folder structure for the reservation until the appropriate booking folder is visible, and then select the booking.

3. In the right pane of the Navigator, open the Drawings tab.

4. Continue to one of the following:

To attach a stored drawing to a booking

1. Click New > Attach. The Drawing dialog box opens.

emsum_Navigator_image088.png

2. In the Description field, enter a name or description for the drawing.

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The description can be a maximum of 50 characters, including spaces. If you leave this field blank, then the Description field is populated with the name of the file after you attach it to the booking.

3. Click the Search icon emsum_Navigator_image087.png to open the Find Drawing dialog box, and then browse to and select the drawing. The Find Drawing dialog box closes. The file name for the drawing is displayed in the Drawing field.

4. Optionally, do one or both of the following:

• If you left the Description field blank, then the name of the attached file is used by default for the file description, and you can edit this if needed.

• Click Spelling to spell check the description before you attach the drawing to the booking.

5. Click OK. The Drawing dialog box closes. The drawing is attached to the booking. The Drawings tab remains open.

To create a drawing “on the fly” and attach it to a booking

1. Click New > Create. The application you selected as your default drawing application for your EMS client opens, for example, Microsoft Paint.

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You specify your default drawing application in your user preferences. See Setting User Preferences and Default Values”.

2. Create and save the drawing.

3. Continue to To attach a stored drawing to a booking”.

To detach a drawing from a booking

1. Select the drawing, or CTRL-click to select the multiple drawings that you are detaching from the booking.

2. Click Detach. A message opens asking you if it is OK to detach the selected drawings.

3. Click Yes. The selected drawings are detached from the booking. The Drawings tab remains open.

To edit a drawing for a booking

1. Select the drawing that you are editing, and then click Edit. The Drawing dialog box opens.

2. Do one or both of the following as needed:

• Edit the description.

emsum_Navigator_small_reminder.png

Remember, the description can be a maximum of 50 characters, including spaces.

• Click the Search icon emsum_Navigator_image087.png to open the Find Drawing dialog box and scroll to and select a different drawing.

3. Optionally, click Spelling to spell check the description before you attach the drawing to the booking.

4. Click OK. The Drawing dialog box closes. The Drawing tab remains open.

To view a drawing for a booking

emsum_Navigator_small_reminder.png

Your computer must have the appropriate application installed to view drawings of a specific type. For example, to open a .vsd file that is attached to a booking, Microsoft Visio must be installed on your computer.

1. Select the drawing that you are opening, and then click Open. The file opens in the appropriate application.

2. Close the application after viewing the drawing, or if the application allows it, edit the drawing as needed, and then save the drawing. The next time you open the drawing in the Navigator, you can see your changes.