Executing a Document

The Execute Document feature is used to assemble (or generate) a PDF output of the REQ file for testing purposes. This is used primarily to evaluate rules and create a document based on a particular data set. When using this feature you must define the source of the transaction data to use in creating the PDF output.

On the Assembly menu, click Execute Document. The Select Transaction XML dialog box is displayed.

Next, select the source of the transaction data from the list of available options.

Once the transaction data source is defined, the system then processes the REQ file and creates a PDF output. The resulting PDF(s) automatically open and can be reviewed, printed, and saved as a separate file.

Entering Transaction XML Manually

When selecting the Enter transaction xml manually option on the Select Transaction XML dialog, the Edit button is enabled, allowing you to display the Execute Document window. Paste your transaction data directly in the window and click OK.

Note: When using the Edit button to paste in a transaction, you also have the ability to make changes to the transaction XML prior to executing the document.

When returned to the Select Transaction XML dialog box, click OK to execute the document.