The Generate Supporting Document action allows the user to generate supporting documents from Tag Template supporting document types that are configured to Create a supporting document for this item in Workflow. When you create this action you can choose to create any supporting document type that has been configured in Agenda Manager that has the Create a supporting document for this item checked.
Before you configure this action, you must have created a document type in Agenda to support this action. See Configuring Agenda Item Supporting Document Types for more information.
Note:
This action can only be run under the context of an Agenda Item.
To configure this action:
- In the Properties pane, on the General tab, from the Supporting Document Type drop-down list, select a document type that has been configured for agenda items.
- If you want this document to be listed first in the list, select the First Attachment check box. Otherwise, leave it unselected.
- If you want to copy the Generate Supporting Document handle to a property, select the Copy Generated Supporting Document Handle to Property check box. When you select this check box, you must specify the property in the field that has been activated.