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DocGen Add-In - Modify Existing Template

Owned by Joseph Wall (Deactivated)
Last updated: 06 21, 2022 by Claire Aleman

Overview:

The PENTA DocGen Toolkit in Microsoft Word is used to select an existing template and make adjustments of a document generated from PENTA.  A common example is a PO that displays the Unit Price of goods tracked in PENTA, and one that does not have the Unit Price generate to have the vendor confirm the price via a PO Confirmation.

Benefits:

  • Adjust, tweak, modify existing templates to have different variations or versions of a document

Roles:

  • System Admin

Additional Content

Location:

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

Video:

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