To generate the
documents:
- From the Communications pane, select a communication.
-
In the Communications pane,
select the required documents and deselect the documents that are
not required.
Note: You can neither enable disabled documents nor disable required documents.
- To view the text blocks of a document, select the document.
-
In the right
pane, in the Text Blocks tab, select the required text blocks
and deselect the text blocks that are not required.
Note: You can neither enable disabled text blocks nor disable required text blocks.
-
In the upper-right
corner, click Generate Documents.
Note: If no document requires manual data input, you can also click Finish to generate the documents and send them to the output channel.Generated documents are marked with an asterisk.
- If a document requires manual data input, the corresponding fields are displayed. Enter the appropriate values and then click Generate.
- Optional. Edit a document. For more information, see Editing a Document.
- Optional. Preview a document. For more information, see Previewing a Document
-
To send
the communication to the output channel, click Finish.
For more information, see Finishing a Communication.