Overview:

The DocGen Add-in allows for the creation of a new manual trigger for a document generation.  For example, creating a new PO template that doesn't show the prices by modifying the default PO template.

Benefits:

• Create different variations of similar documents that can be manually triggered to generate

Roles:

• System Admin

Additional Content

• Completing the steps in the video adds a new template to select from the list under File > Reports... in PENTA for Windows

Location:

• Microsoft Word > File Menu >  PENTA DocGen Add-in (Creates new Template)
• Microsoft Excel > File Menu > PENTA DocGen Add-in (Creates new Trigger)

Video: