Generate Document buttons are found throughout the software. Documents or Document Sets can be setup and attached to these buttons to email, efax, or print documents.
Fax - Uses EFax to fax documents to the Recipient as defined in Document Setup
Email - Uses Outlook or an SMTP server to email the Recipient as defined in Document Setup
Print - Prints document - hold SHIFT to print the document to the screen
Options are only enabled if they have valid sending information (ex: fax number or email address) and they are not marked as "Do Not Use" in Contact Methods.
To edit documents users can hold CTRL while double clicking on the document or document set. Users must have the correct document editor installed on their workstation.
The document list will filter out documents that do not meet the client's language and documents that the user does not have access to based on the category of the document and the security of document categories.
If a button only has 1 document then the document name will appear in Generate Documents. If the button has more than one document than it will show the Button Name with + sign.