Adding a Document (Upload or Generate):
For either option, first navigate to an application and click the Blue + sign at the top right corner of the page.
Upload a Document
Click Upload Document.
Choose a file from your computer. The document will be uploaded into the "Inbox" section of the Documents page. You can then click on the document name to view and set the type of the document.
Generate a Document
1. Click Generate Document.
2. Choose the document template from the drop down menu.
3. Click Generate.
The Uploaded or Generated Document will be listed under the "Inbox" section of the Documents page. You can click on the name to preview the document to ensure it has accurately been generated, and to set the type of the document.
