Creating a Generate Document step
- Navigate to the definition where you will place this step.
- In the Steps section of the screen, click the New Step button.
- Complete the fields below:
- Step Name: Enter a name for the step.
- Step Type: Select Generate Document.
- Parent Step: Use Lookup to define the parent step, which must be completed before the Generate Document step can start. Leave the field blank if the Generate Document step must be initiated as soon as the process starts.
- Parent Stage: If a parent step is part of a parent stage, all steps in the stage must complete before the Generate Document step is created.
- Stage: Use Lookup to select the stage to associate with the Generate Document step, if applicable.
- Application:
Select Composer or Collaborate to
identify the source application for the document template:Composer:
Select Template,
Solution, or Custom
Button and then make a selection from the available
options. See details on this option below. Collaborate: In
the field, Create New Document is automatically selected as the
action.
- Define the options for the generated document.
- Output to PDF (only applicable to Composer): Select this option o generate the document as a PDFe.
- Click Save.
