Generating a document for a master event

  1. Click the ellipses icon to view the menu on the Events calendar page.
  2. Select View Master Event List from the menu displayed. The Master Event list page is displayed.
  3. Click a master event name. The Master Event details page is displayed.
  4. Click Generate Documents 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. 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.
  9. Click Generate Documents.
  10. Click Done.