Creating and Editing Web Documents


  • Introduction
  • Creating a Web Document
  • Editing a Web Document
  • Copying Web Documents


This article is meant to assist you with Web Documents within extendedReach. Web Documents remove the need for Word documents and the extendedReach plugin. They are compatible with all computer types including Macs and Chromebooks.

Similar to regular Word documents, Web Documents can be used for program activities and reports. 

If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at 

Creating a Web Document

To create a Web Document, go to Program Settings > Program Report (or Activity) Types. Click on Edit and change the Template Type to Web Document. 

Image: Template Type - Web Document

The Web Document layout is similar to how you would create a document in Word. In the Web Document, you can:

  • Add, edit, or delete tables
  • Undo/redo
  • Change font and adjust font size
  • Add checkboxes
  • Built in spell checker
  • Restore your last draft (it auto-saves every 30 seconds)
  • Bold, italicize, and underline text
  • Add bullet point or numbered lists
  • Prints nicely
  • Supports images (either by manually uploading them or copy/paste)
  • Use as many field codes as you want

Hover over each icon in the Web Document to see what you can work with. 

Type directly into the Web Document to get started. You can also copy and paste an entire Word document into this view to save time on re-creating it (it ask if you want to maintain original formatting)! Make sure you click Save once you are finished. 

Image: Creating a Web Document

Editing a Web Document

Similar to adding a regular activity or report, go to the case file to generate the Web Document. It will generate automatically in the General tab view, with the field codes populated.

Workers can type directly into the Web document to make any changes. Once finished, click on Save or Complete.

Image: Case File View of Web Document

Copying Web Documents

Copy from previously completed web documents by clicking on Copy Prev Doc button at the top of the page.

When you click on “Copy Prev Doc”, a warning will appear letting you know that this will overwrite the current web document in view. Click on OK to continue.

Image: Copy Document

Once the warning is dismissed, the screen will refresh and populate the last completed web document.

Full administrators and forms administrations can enable this for reports and activities, by turning on the setting ”Allow copy from previous”.

Image: Enable for Copy From Previous