Scheduling Document Generation

Schedule a Document

• A document generation can be scheduled easily by choosing Schedule in the Actions of a configuration.

• Clicking Add button in the Schedule Configuration blade and giving a valid name for the schedule, choosing what document type(s) to be generated under the Document type section, and defining the time to schedule for which the document has to be generated in the Define recurrence section will define a schedule configuration.

• Click Save, to save the configured schedule.

Managing schedules

• Users can toggle off the schedule to disable it. By default, the added schedule will be enabled with the toggle on.

• Users can edit and delete the schedule via options available in the Schedule configuration blade.