Generate Documents

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As well as uploading files from your desktop, system smart forms and letters can be created and populated from within **Injury Master** itself. Forms can be generated from one of 2 locations:

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*. **Generate** button (from Documents library)

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*. **Drop-Down arrow** next to Documents tab (from everywhere else in the Incident / Claim)

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Selecting one of the above will reveal the list of Document Types available for generation, categorised under **(GENERATE) FORM **and **(GENERATE) LETTER**.

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For further information, please refer to Smart / Submittable Forms.

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[[image:Attachments.WebHome@mceclip0.c3f10.png||style="max-width:589px" alt="mceclip0.png"]][[image:Attachments.WebHome@mceclip1.42efc.png||style="max-width:586px" alt="mceclip1.png"]]

==== **Create Form** {{id name="create-form" /}}====

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Selecting a smart Form / Letter from the list will open the form in your browser. A number of fields will auto-populate with information from the system.

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[[image:Attachments.WebHome@mceclip2.88167.png||style="max-width:402px" alt="mceclip2.png"]]

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Make any desired changes and then finish with the form by selecting either **Save Changes** or **Complete**.

==== **Save Changes** {{id name="save-changes" /}}====

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Selecting **Save Changes** saves your progress and the document remains open. Returning to the document library will display the saved document as **Incomplete** and an **Edit Form** button instead of the Download button to allow you to make further changes to the form.

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[[image:Attachments.WebHome@mceclip3.7f780.png||style="max-width:692px" alt="mceclip3.png"]]

==== **Complete** {{id name="complete" /}}====

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Selecting **Complete** finishes your work on the new form and redirects you to a successfully generated notification. From here you can **Download** a PDF version of the form or make further changes by selecting **Edit Form**.

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[[image:Attachments.WebHome@mceclip4.86a19.png||style="max-width:592px" alt="mceclip4.png"]]

==== **Mandatory Fields** {{id name="mandatory-fields" /}}====

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Some forms contain mandatory fields. If you try to complete the form without satisfying those fields, you will receive an error message at the top of the form.

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[[image:Attachments.WebHome@mceclip5.426e0.png||style="max-width:603px" alt="mceclip5.png"]]

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Scroll through the form to identify the required field. Once this field has been completed, the form can be then be completed as well.

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[[image:Attachments.WebHome@mceclip6.877fb.png||style="max-width:369px" alt="mceclip6.png"]]

==== **Draft** {{id name="draft" /}}====

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Generated forms can be identified as a **Draft** by selecting the __This document is a draft__ tick box before selecting **Complete**. In the Documents library, the form will be identified by the **Draft** label, as well as a **Download Draft** button instead of **Download**.

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[[image:Attachments.WebHome@mceclip7.f4b53.png||style="max-width:665px" alt="mceclip7.png"]]

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The “Draft” status of a document can be changed at any time from the __Edit__ document details option below the document name.

==== **Custom Document Templates** {{id name="custom-document-templates" /}}====

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The list of Document Types available to generate may also include __Custom Document Templates__ listed with their format listed (such as **PDF**, **DOCX**, **XLSX**). These are not smart forms and can’t be edited from within IM. Selecting one of these forms will prompt you to save the file to your desktop.

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For further information, please refer to Documents Types & Templates.

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[[image:Attachments.WebHome@mceclip8.590c6.png||style="max-width:288px" alt="mceclip8.png"]]

Wiki source code of Generate Documents

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