Generating a document for a membership

  1. Select Memberships. The Membership List page is displayed.
  2. Click the membership name. The Memberships details page is displayed.
  3. Click Generate Event Document 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.