Working with Preview and In Branch Documents

What is a Preview Document?

Preview documents allow you to view the content of a document without fully executing a transaction in the Customer Test environment. This can be useful for reviewing documents to better understand their usage and purpose. It can also be used to see how the content of documents changes after you add, edit, or otherwise modify products, policies, and data in EZ Config Default Data. Examples include:
  • You add a new document to Expere and want to review it.
  • You edit the Privacy Policy Data and wants to preview how those edits effect document output.
Note: A watermark of "PREVIEW" is automatically applied in the Customer Test environment.

What is an In Branch Document?

In Branch documents are typically a collection of materials that are readily available for staff to use in the Production environment. The purpose of an In Branch document is to ensure that staff have quick access to essential information, enhancing customer service and operational efficiency. Example include:
  • Customer Onboarding: Documents for opening new accounts, including account agreement forms and privacy policy.
  • Product Information: Documents that contain details about products and services offered, including rates, terms, and features.
  • Examples: ARM Disclosure, Home Equity Disclosure, Privacy Policy, Truth In Savings Policy Disclosure, Terms and Conditions
Note: Watermarks are not automatically applied in the Production environment; however, users can apply a watermark if desired.

Creating Preview or In Branch Documents

  1. Select the More button from the main navigation and then select Generate Documents.
    The Select and Generate Documents page is displayed.
  2. Select your desired selections from each list where applicable (Default Data selections in left column, Packages & Packets selections in right column).
    Note: Lists within this page are dynamically populated. Your selection in one list affects the contents of following lists.
  3. Packages & Packets - Document Selected: Within Packages & Packets - Document Selected, select the document you wish to include in your preview.
  4. Transaction Selection: To select a transaction, click the Browse button.
    Note:
    • A transaction TXN must be loaded for the document to generate.
    • Selecting Transaction data overrides Default Data.
  5. Select the Preview or Generate button.
    This generates a PDF of the document associated with your selected lists.
    • Documents generated through the Preview option includes a "Preview" watermark.
    • Documents generated through the Generate option do not include a watermark unless it is configured in Packages and Packets.
      Note: The Generate button is only available in the production environment.
    A Save As dialog is displayed allowing you to save the PDF locally.
Note:
  • If the error message of Document generation failed: Add more data or upload an updated transaction is displayed, then the transaction data and/or default data must be added to.
  • Additional data may be required dependant on document selection rules or instancing logic.

About Watermarks

Watermarks cannot be set or modified through Default Data. Watermark configuration is found within Packages and Packets at the Packet and Document levels.

Within the production environment: if watermarks are configured within Packages and Packets, the watermark appears within Default Data generated documents, otherwise watermarks do not appear in the generated documents.
Note: If watermarks are configured at the Document level within Packages and Packets, the generated watermark uses those settings and overrides the Packet configuration. If no Document watermark configuration exists, the Packet configuration is used.
Within the CT environment: Watermarks appear regardless of the configuration within Packages and Packets. The configuration for watermarks in this environment include:
  • Watermark Format = Text
  • Watermark Text = "Preview"
  • Location = Center
  • 45 Rotation