Manage Generated Document Package

Manage Generated Document Package   

Generated Document Packages: Manage a Package

Once a Standard Template has been generated, users can manage the document.

Navigate to Merged Documents

On the details page of a record, click Attachments & Templates. (this is dependent on the configuration of your tab layout)

Manage the File

1. Click View/Manage for the appropriate file.

3. The Document Process Manager: Manage Files/Attachment page displays. Click Actions and then select Manage File Info for the document.

4. A pop-up window displays. Click Check Out.

5. The pop-up window closes. Click the carat.

6. Preview or download the document. If downloading, make any changes necessary and click Upload to upload the updated document version.

7. Click Attach. A pop-up window displays. Click OK and close the pop-up.

8. Click Manage. A pop-up window displays. Click Check In.

9. On the side menu, click Return to Record Details.