Generating a document for a master event
- Click the ellipses icon to view the menu on the Events calendar page.
- Select View Master Event List from the menu displayed. The Master Event list page is displayed.
- Click a master event name. The Master Event details page is displayed.
- Click Generate Documents in the Communication History section. The Generate Documents page is displayed.
-
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.
- Sort First By:
- Select a folder in the Choose Document Template section in which the required document template is added that must be generated.
- Select a document template, you require to generate, in the Choose Document Template section.
-
Specify this information in the Document Options
section:
- File Format
- The format of the file in which the document(s) is generated.
- Currency
- The currency displayed when generating the document.
- Separate Files
- Select this check box to generate document template and each event in separate files.
- Email Results
- Select this check box to email the generated document(s) to the same user who generated the document(s).
Note: If this check box is selected, the Distribution List field is displayed. - Click Generate Documents.
- Click Done.