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).
