Generated Document Packages: Manage a Package
Once a Standard Template has been generated, users can manage the document.
Navigate to Merged Documents
On the side menu of the record, click Merged Templates.
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Alternatively, scroll down the page to the Merged Document Templates area.
Manage the File
1. Click View/Manage for the appropriate file.
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3. The Document Process Manager: Manage Files/Attachment page displays. Click Manage for the document.
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4. A pop-up window displays. Click Check Out.
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5. The pop-up window closes. Click the carat.
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6. Preview or download the document. If downloading, make any changes necessary and click Upload to upload the updated document version.
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7. Click Attach. A pop-up window displays. Click OK and close the pop-up.
8. Click Manage. A pop-up window displays. Click Check In.
9. On the side menu, click Return to Record Details.
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