Skip to main content

How to Generate a Document from a Template

Information on how to use the Generate Document feature in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 4 months ago

NOTE: Generate Document is a feature available in accounts which have paid for them.

  1. Open a Contract, Contact, Organization or Request record.

  2. Click in the menu bar.

  3. Select the Document Type you want to generate.

  4. Select a Template from the drop-down list.

  5. (optional) Click the Preview button to open a window featuring the document about to be generated. Click OK. The application will now begin the generation process.

  6. When asked, “Do you want to redirect to Documents”, click OK to preview now. If you don’t wish to preview at this time or again, click Cancel (document is still created and can be opened from the Documents section of the record.)

Did this answer your question?