Generate Document Button

Click this button to launch the Infor CPQ interface, where you can generate configurable documents to attach to SyteLine records.

Note:  If you attempt to Generate Document after going through configuration, or if you attempt to configure after you have clicked the Generate Document button, you can not proceed, and an error is returned.

For more information about setting up the interface, see Setting Up the Document Automation Interface.

For more information about attaching documents, see Attaching Configuration Documents to Records