About generated documents

The generation of documents is run as a background process.

When you complete the document generation process you can navigate away from the quote and the process continues until it completes.

After the document generation is completed, a system notification displays in System Messages. From the System Messages window, you have the option to View or Download the document.

You can also access the document form from the main form the document was generated from. Clicking on the Documents button from the Print preference form opens the documents form.

In the documents form, a list of the generated documents is displayed with this information:
  • Description
  • File Name
  • Date Created
  • File Size
You can manage the entries in this list. By selecting one or more entries from the list you can Delete or Download.