Generating a document

To generate a new document from the Document Generation menu option:

  1. On the Document Generation Landing Page, click Click to generate a new document.
  2. From the Select a document type column, select one of the available document templates.
  3. From the Select the content scope column, select a folder that contains data for the report to be generated:
    1. To include all the content in the folder, select the check box next to the folder name.
    2. To include only certain models, select or clear the check boxes next to the model names on the right side.
  4. To include the latest version of models in document generation, both in approved or draft status, enable the Include latest drafts toggle.

    The Include latest drafts toggle is disabled by default. When the toggle is off, only models that have an approved version are included in document generation.

    When the Include latest drafts toggle is enabled, a status pill is displayed next to each model. This indicates the version status, and the exact version that is used for document generation is shown next to each model.

  5. Click Generate Document to start document generation for the selected template and the selected content. Note that a new row is added in the Document Generation History section where you can track the status of this new document.
    When the generation of the new document is completed, you can download it from the Document Generation History table.