Generating a document is the process of creating a complete document by inserting specific data into a pre-designed template, ensuring accuracy, consistency and efficiency in document creation.
Steps:
- Log in to the System. Enter your credentials and sign in to your account.
- On the main dashboard, click “Generate Documents.” You will see a list of previously generated documents.
- To initiate Document Creation. Click the “Generate Documents” button. A form will appear, select a desired template from the dropdown list to begin creating your document. To create multiple documents at once, use the “Bulk Document Generator” option.
- After selecting a template, provide a document filename, fill in the required placeholder values and make any necessary additions and edits to the content. Once done, click “Preview Document” to review all details and ensure accuracy. Then click “Save” Document.
- A newly generated documents will be saved with a Pending Approval status until they are reviewed and approved.
Action Menu Options, each document has an Action menu with the following tools:
Edit Document – Make changes on the document contents
View Document – Preview the full content.
Document Data – View the details and fields used.
Share for Review – Send the document to others for feedback or approval.
Download (DOCX) – Save the document in Word format.
Download (PDF) – Save the document as a PDF.
Delete Document – Remove if not needed.