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Generating Documents Using TeamConnect Data

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The Document Generator lets you use a template to generate a document that contains data from TeamConnect records. For example, your organization may have already set up templates for generating letters to your clients. Information in the generated letter, such as contact names, addresses, and record numbers, are automatically filled in when you generate the document.

Templates are usually pre-defined by your system administrator. You must have the appropriate rights to generate a form document.

You can generate a document using the Documents tab or the Documents page for a record.