Select Tab

The Select Tab is used to find and select documents for generation as well as to create groups of documents for future use.

My Groups

The My Groups drop down located at the top of the Select tab contains a list of all of your document groups. Document groups are specific to each individual user so if you create or edit any of your document groups, you are not affecting any other users.

New Group

The New Group link is located to the right of the My Groups drop down. The New Group link is used to create new groups. See Creating and using Document Groups for further details.

Documents In Group

The Documents In Group table will display a list of all documents that are contained in the group that is selected in the My Groups drop down. The name of the group is displayed in the heading along with the total number of documents in the group. In the above screen shot, the name of the group is Acting for Buyer - Buyer Docs and the number of documents in the group is 13.

Edit Group

Once a group is selected in the My Groups drop down, you can edit the contents of the group by clicking the Edit Group button. For more details on adding and removing documents from a goup, see Creating and using Document Groups.

Delete Group

To delete a group, select if from the My Groups drop down and click the Delete Group button.

Selected Documents

The Selected Documents table will display all documents that you have selected to generate. The total number of documents selected will appear in the heading.

Save As Group

The Save As Group feature is explained in detail in Creating and using Document Groups

Generate

Click the Generate button to start the generation process for all documents contained in the Selected Documents table.