Producing a letter from applications

This example shows how to produce a letter from the Applications module:

  1. Open your application and go the Names form. For example, on the sidebar, select Applications > Application Maintenance > Building Applications.
  2. Select the name or names.
  3. In the Names grid, select More > Letters > Send.
    You can create the document request record in the Add Application Document Request form.
  4. Specify the information in the Document Request details section.
  5. Click Save and Modify.

    When generating a document, the Generate Document Processing window is displayed.

  6. Click Accept.

    When the document has finished generating, the Status changes to Generated.

    The first time a user accesses Word, a message is displayed.

  7. Click Close.
  8. Select the Always open these types of links in the associated app check box.
  9. Click Open Word.