Generating a document for a contact

  1. Select Contacts. The Contact List page is displayed.
  2. Click a contact name. The Contact details page is displayed.
  3. Click Generate Documents in the Communication History section. The Generate Documents page is displayed.
  4. Select a Related Business Type and a Related Business Name in the Business section.
  5. Select a folder in the Choose Document Template section in which the required document template is added that must be generated.
  6. Select a document template, you require to generate, in the Choose Document Template section.
  7. Click Generate Documents.
  8. Click Done.