Generating a document for a function

  1. Select Events. The Events calendar page is displayed.
  2. Double click an event name. The Event details page is displayed.
  3. Click the name of a function in the Functions section. The Function details page is displayed.
  4. Click Generate Function Document in the Communication History section. The Generate Documents page is displayed.
  5. Specify this information in the Business section:
    Related Business Type
    The type of related business.
    Related Business Name
    The name of the related business.
    Override Document Defaults
    Select this check box to override the existing settings for the document defined in settings. These subsequent fields are displayed to select an appropriate filter option:
    • Sort First By:

      The type of document template displayed first based on the option selected.

    • Filter by Revenue Center Categories:

      Select this check box to filter the document templates by revenue center categories.

    • Filter by Revenue Centers:

      Select this check box to filter the document templates by revenue centers.

      Note: You can select the Filter by Revenue Center Categories or Filter by Revenue Centers check box.
  6. Select a folder in the Choose Document Template section in which the required document template is added that must be generated.
  7. Select a document template, you require to generate, in the Choose Document Template section.
  8. Click Generate Documents.
  9. Click Done.