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Once you have Created your Document Templates, you can generate documents based on these templates for your data records. This can either be done for individual records in their record summary, or for multiple records from a record list.
Generating Single Documents from a Record Summary
Documents can be generated from the following locations:
In any of these pages, selecting Actions > Generate Document from the top-right corner of the page will open the Generate Document window.
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In this window, you can enter the Name for the new document and choose which Template you want to use. Only templates set up for the current record type will be available.
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Once you have made your choice, select Run. The document will then be produced in the background while you are free to continue using PICSWeb. Once the document has been generated, it will be available in the Files tab in the record summary. You will also receive an email informing you when the document is ready, with a link to the files tab.
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Generating Multiple Documents from a Record List
Documents can be generated in bulk from the following locations:
In any of these pages, using the tickboxes to select the relevant records will show some bulk processing buttons.
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Selecting Update All > Generate Documents will open the Generate Documents window. In this window, you can enter the Name for the new document and choose which Template you want to use. Only templates set up for the current record type will be available.
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Once you have made your choice, select Run. The documents will then be produced in the background while you are free to continue using PICSWeb. Once the documents have been generated, they will be available as a .ZIP file in the Report Downloads page, as well in the Files tab for the individual record summaries. You will also receive an email informing you when the documents are ready, with a link to the files tab.
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