Document Creation - In Tenant
- Space Sync for Confluence
For those users that have access to the Generic Database and hold the Staff user role. The platform allows you to generate documents based off templates created within the tenant overview area.
Within a tenant you will see the Document Creation side menu item.
Once selected, the platform will list the available document templates that can be used. These are taken from the centrally managed and created templates.
To generate a document, select the Generate Document option from the actions button listing:
The platform will now ask for the following required information in order to produce the document:
Project - The project that the document refers to and uses to populate
Project Manager - The client user assigned as the Project Manager for the engagement/project
Technical Contact - The client user assigned as the Technical Contact for the engagement/project
Questionnaire Variables - This is where the user will align those answers from the questionnaire being used to the variable placeholders created within the document template.