The DocViewer screen allows users to preview the documents within a package before creating a .PDF. The DocViewer screen appears during the following scenarios:
- After completing all of the required fields when creating a new transaction
- After navigating through the required fields when viewing or editing an existing transaction
For more information, see the following:
- Click the DOCUMENTS drawer down arrow at the top of the page to display all of the applicable documents for the package.
- Select the desired document from the list to display its preview.
- Users can enter any additional information within the document through either of the following methods:
- Entering transaction data within the editable fields.
- Selecting the side arrow next on the left side of the screen to open the DATA ENTRY pane; users can enter data within each editable field. Click the side arrow to expand and collapse each section.
- Selecting the side arrow next to DATA ENTRY on the left side of the document; users can enter data within each editable field in the DATA ENTRY pane.
- Click CREATE DOCUMENTS.
- If an INCOMPLETE DOCUMENTS message appears, click YES to generate the document(s).
