Auto Generate

Navigation:  Common Side Menu Functions > Document >

Auto Generate

Previous pageReturn to chapter overviewNext page

This will Generate Multiple Documents for the selected Policy

 

When in Policy Detail Screen Select Document from the top menu options, the below screen will display. To Auto Generate select a Document Group and click clip2595.

 

clip4947

 

After Saving, click clip2827 under the Document side menu.

 

This message will appear, select OK. clip4941

 

 

 

 

Confirmation is sent as a message from web page: clip4948

 

If document service is set up a series of Documents will be generated for the policy selected.

 

Please note Document Groups are set up in Admin-> Configuration-> Document Groups->Document Group List