Wiki source code of Generate Document

Last modified by MasterApps Support on 2021/06/18 01:31
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1 Injury Master has the ability to generate relevant incident and claims management documents such as Return to Work Plans and GP introduction letters.
2 These forms and letters once generated can be emailed directly from the system.
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4 [[image:Attachments.WebHome@2015-07-15_15-08-42.dce48.png||style="max-width:356px"]]
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6 1. Select the Generate Document tab, a drop down list will appear. There are a selection of documents. Select the document you wish to generate.
7 //Please note. the documents shown in the image below may vary dependent on the state and company specific documents.//
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9 //[[image:Attachments.WebHome@2015-07-15_15-07-50.199bf.png||style="max-width:178px"]]//
10 \\2. Once selected the user will be directed to the document creation page.
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12 //The below shows an example Workers Injury Claim form for Victoria, Queensland and New South Wales.//
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14 [[image:Attachments.WebHome@2015-07-15_15-14-24.35324.png||style="max-width:308px"]]
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16 The document will contain the relevant fields, some of which will be pre-filled from the information already in Injury Master others will require completion.
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18 Some fields will have a //widget// button enabling you add addresses or contact details already in the system.
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20 [[image:Attachments.WebHome@2015-07-15_15-26-06.b092e.png||style="max-width:381px"]]
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22 For more information on widgets please see [[What is a Widget?>>doc:Injury Master.FAQ.What is a Widget.WebHome]] article.
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24 Complete all boxes required and check the pre-filled boxes, edit if required.
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26 3. Once complete select one of the following options:
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28 * Complete - the document will be generated. You can view or edit if required.
29 * Save Changes - the document will show in the system as incomplete (until the document is completed).
30 * Modify Results** **- //for letters only//. This enables you to to edit the template.
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32 Once created the document will be stored under the Documents tab. Please see [[Documents>>doc:Injury Master.Claims.Documents.WebHome]] article for further information.

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