Generate

The Generate option allows you to generate a list of user-defined documents for a specific transaction. Use the Generate Results option to retrieve these specific documents.



  1. If you know your account ID, enter the ID in the Select or type in an account ID field. To remove the ID, click Clear.
  2. To search for an account name or customer number, enter an account name or customer number in the Account name/Customer number field; click Search. The Account name/Customer number field will return an account list with all of the accounts that contain any portion of that search criteria. The acounts are assigned to you during your user account creation in the Enterprise Administration application.
  3. Click the Choose File button to the right of Select XML to browse and select the transaction .XML file.
  4. Clicking the Callback Required checkbox displays the Callback URI, username, and password fields: enter a URI in the Callback URI (Optional) field. Complete this field to receive notifications that documents have been posted to the document rendering engine as well as document status.
  5. Enter the Content Identifier URI value, which consists of the Alias and Content Package.
    Note: The Alias is managed and maintained in the Document Generation Services management tool
  6. The Ancillary Options section allows you to incorporate the following additional features to the documents:
    • Watermark checkbox: click this checkbox to display a subsequent field that allows you to place specific user-defined text as a watermark across your documents.
    • Barcode checkbox: click this checkbox to define a Pattern and select a specific barcode Type from the corresponding dropdown. When selecting Barcode and a corresponding barcode Type, select either of the following options:
      • Use the Use Cover Page option to indicate that cover pages will be produced for all documents that cannot handle barcodes in the tagline; for example: documents using integrated disclosure stylesheet and select static documents.
      • Use the First Page Only element to place a barcode on the first page only of a document.
    • Merged PDF checkbox: click this checkbox to return the documents as one master PDF file.
    • ESignature and Field Support checkbox: select any of the following:
      • Click the ESignature Coordinates Only checkbox to suppress eSignature fields on the form.
      • Enter text in the ESignature Tooltip field to add tooltip help.
      • Use the ESignature Date Support checkbox to enable or disable the date field in an eSignature. Clicking the checkbox enables the date field.
      • Enter text in the ESignature Initials Tooltip field to add tooltip help.
      • Click the Non-Signature Field Coordinates Only checkbox to suppress other Non-Signature fillable fields, including textboxes and checkboxes on the form.
  7. Use the Select Attachment options to add any supplementary PDF files; e.g. a PDF of a house appraisal.
  8. Click Submit to advance to the Get Generate Results page. See Generate Results for more information.