Creating a scheduled document job

  1. Select Events. The Events calendar page is displayed.
  2. Click Batch Generate Documents. The Batch Generate Documents page is displayed.
  3. Click View Scheduled Batch Document Jobs. The Schedule Batch Generate Document Jobs page is displayed.
  4. Click New Schedule Generate Document Job. The Batch Generate Documents page is displayed.
  5. Specify this information in the Document Job Details section:
    Name
    The name of the scheduled document job.
    Scheduled Start Time
    The time at which the document is scheduled to be generated.
    Owner
    The user who creates the scheduled document job.
    Run Daily
    Select this check box to run the scheduled document job daily.
    Run Weekly
    Select this check box to run the scheduled document job weekly.
    Note: 
    • If you select this check box, the Weekly Details section is displayed.
    • You can select the day(s), in the Weekly Details section, on which the scheduled document must run.
    Run Monthly
    Select this check box to run the scheduled document job monthly.
    Note: 
    • If you select this check box, the Monthly Details section is displayed.
    • You can select one of the check boxes and set the data in the Monthly Details section to run the document on a specific day of each month.
  6. Specify the date range between which the document runs in the Document Date Range field of the Document Parameters section.
  7. Select the Business Type in the Business section.
  8. Select the Include Attachment check box, in the Choose Filters section, to include uploaded attachments (PDF and image files) while generating documents in a batch.
    Note: Document generation supports attachments uploaded through the Master Events, Functions, and Events functionality.
  9. Select one or more document templates in the Document Templates section.
    Note: The document templates displayed are based on the selected folder and document type(s).
  10. Specify this information in the Document Options section:
    File Format
    The format in which the document is generated such as a Word document or a PDF document.
    Separate Files
    Select this check box to generate each event and document template in the files separately.
  11. Select the Email Document Job Results check box to email the results of the document job.
    Note: If this check box is selected, additional fields are displayed to specify additional information.
  12. Click Save.