Category: Documents and Reports

Using Document Generate Engine

What is the Document Generate engine? The Document Generate engine allows you to generate output documents in Rich Text Format (RTF) or Microsoft Word format (Doc) using an existing …

Video – Getting Started with Generate Documents Tool

In this video, you’ll learn: Opening Document Generate Window Generating Documents Performing Actions with Templates Sending/Exporting Templates Navigate to specific chapters in the video by clicking the Chapters icon on the …