Generate Document buttons are found in the toolbar of the following screens:
In addition, the following screens have Print, Email and SMS buttons:
Documents or Document Sets can be linked to these buttons via the Area and Location dropdowns in the Document Detail Shortcuts tab and grid and the Document Set Detail screen.
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
SMS - Sends a text to the chosen SMS-enabled mobile phone of the lead/client
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.
Click the Add Attachments button
Select the repository
Check the boxes to select one or more stored documents
To automatically attach stored documents based on their document type when sending a specific document set, you must use link a Stored Document or Stored Task Documents document to the document set.
For example, you can automatically attach a client's signed Power of Attorney when sending a letter to a creditor. Or you can attach all the evidence documents when sending a dispute to a creditor.