GeneratePDF
This activity is used to generate a policy-specific document. When the activity processes, click the activity row in the Activity screen, the Activity Details will open with a document tab. Clicking that link will reveal the types of documents that can be viewed.
Important | This activity will only be available in the Add Activity list if it has been configured. If it is not available in the list then an active policy is open, then configuration does not exist and this activity will not be available. |
Steps to Generate and View Documents
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Open an active policy.
- Click Add Activity on the Action list below the Entity Navigation list to open the Activity window.
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Select GeneratePDF from the Activity drop down list.
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Enter an effective date.
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Click OK.
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Click Activities on the Entity Navigation list.
- Click the process icon on the Activity screen, next to the GeneratePDF activity. This will process the activity.
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Click the activity row to see the Activity Details . The Activity Details will display expanding the row.
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Click the Document tab. A specific document type link will appear.
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Click the icon for the document type. This will display the document.
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Close the Activity Details when finished viewing the document.
Note: When an activity generates a document the user will see the Document tab under the processed activity details section. The document is presented with an icon representing the type of file(s) that was generated. Click the icon, the applicable document opens in a dialog box.