Document Generator

The Document Generator feature has been designed to accelerate the creation of documents by auto-populating MS Word documents.

Using a predefined template, a new Word document can be generated automatically from most modules in CommTrak, by simply selecting the required template and pressing the Download button.

Documents can be generated either from a customer's Documents tab or from any screen that has a Related and Upload Documents field (for example, Leads, Tickets, Jobs, Projects):

To generate a document, first select a template by clicking the Select template field (highlighted in the previous image) to display a list of available templates.

When there are many templates, typing some characters will filter the list to show only matching templates:

In the previous image, the characters app have matched the Credit Application template.

Clicking anywhere in the template details will select the template:

Once selected, pressing the Download button will immediately generate a new Word document which will automatically be downloaded in your browser:

The previous image shows the downloaded file as presented in Firefox browser; other browsers may present the downloaded document differently.

Once downloaded, the document can be opened in Word (or other compatible application) for review or may, for example, be sent to a customer for completion or reference.