How do you get to the document generator?

The document generator is activated from the system’s main screen – there is no need to “get to it”. However – it is not possible to activate the form generator in a “new” system, where forms or template documents have not yet been defined. In such a system, the main screen will be empty, and will not allow the creation of new records…

To activate the form generator for an existing record, click on the appropriate icon (Create a WORD document, or Create a PDF document) next to the appropriate line in the table of records displayed on the main screen. Also, you can first view the record (by clicking on the icon “View record” or “Edit record”), then create a document from the record by clicking on the appropriate button at the top of the screen.

To activate the form generator with a new record, it is necessary to create it by clicking the “New record” button on the main screen, enter the appropriate data, and then generate a document from the record by clicking the appropriate button at the top of the screen (Create a WORD document, or Create a document PDF).