Step 2: Create the document(s)
Follow the steps below to generate a project document using the Create and Send feature.
The steps below will generate a PDF document using a document template, which means you cannot edit the generated document. Click here if you need to edit the document before it is sent.
General information about document templates
Document templates are created and maintained using the PM Create & Send Templates Form form. These can be the standard document templates included in the application, or custom document templates that you have created.
The document templates that display in the Document column are filtered by Document Category . For example only RFI document templates will display in the Document column if Request For Information displays in the Document Category field.
The template you want to select does not display
There are few reasons why the template that you want to select does not display.
Template list is being filtered - You can use the PM Assign Project Templates form to configure which templates will display in the list. More
Template is not active - Only active document templates will display in the Document drop down menu. Document templates are activated using the Active Template box on the Info tab of the PM Create & Send Templates Formform.
Default document templates
There are two ways to set up a default document template.
General information about document templates
Document templates are created and maintained using the PM Create & Send Templates form. These can be the standard document templates included in the application, or custom document templates that you have created.
The document templates that display in the Document field are filtered by Document Category .
If the template you want to select does not display
There are few reasons why the template that you want to select does not display.
Template list is being filtered - You can use the PM Assign Project Templates form to configure which templates will display in the list. More
Template is not active - Only active document templates will display in the Document drop down menu. Document templates are activated using the Active Template box on the Info tab of the PM Create & Send Templates form.
Default document templates
There are two ways to set up a default document template.
On a project - You can set up a default document template on a project using the PM Assign Project Templates form. More
On a company - You can also set up a default document template on a company using the Document Templates tab on the PM Company Parameters form. More
Optional:Use the Edit box and Edit Documents button to edit the generated project documents before they are sent. More
The documents will be generated and added as attachments when the email is sent.