Basic Document Generation

Table of Contents

This document details the procedure to generate documents in CMPOnline.

Creating a Document Template #

Start by navigating, using the side menu, to Administration > Setup > Document Templates.
From this screen, you can create folders to store templates, upload existing templates, modify existing templates, or create new templates.
To create a folder:
- Click the Create Folder icon at the top of the screen.
- Enter the name of the folder and hit enter on the keyboard to save.
- From here, right clicking on the folder will allow you to:
  - Rename
  - Move
  - Copy
  - Delete
  - Refresh
Once a folder is selected, the document template can be created.
To create a template:
- Click on “Create New DOCX” or “Create New XLSX”
  - The layout of both types of documents are similar, with the CMP Merge Fields located on the left and the document template on the right.
- Merge Fields can now be added by either of two ways:
  - Double Click
  - Drag and Drop
- Merge Fields can also be searched for using the search bar, located at the top of the Merge Field list.
After you have completed your document template, you can save by:
- Selecting File at the top of the document template.
- Clicking Save As
- Giving the template a descriptive name.
The template is now saved, you can view or edit it again by double clicking the template.
- Note: If you cannot see your template after saving, try refreshing the screen by clicking the green Refresh button.

Document categories are similar to template folders, as document packages are filed into these for easier navigation when generating documents.

To access document categories, navigate to Administration > Lookups > Documents > Document Categories.
To create a new category:
- Click Add New
- Enter the Description
- Click Save
You can also edit or delete categories by selecting them and clicking the corresponding button on the bottom of the screen.

To access document packages, navigate to Administration > Lookups > Document > Document Packages
To create a new package:
- Click Add New, at the bottom of the screen.
- Complete the required fields:
  - Description
  - Type
  - Category
  - Optional Fields Include:
    - Billing Code
    - Add to Checks / Type
    - Add to Checks / Code
    - Image Description
- Click Save, at the bottom of the screen.
Once saved, you will be redirected to the Document Packages main screen.
To edit the document package, you can either double click the package name or select the name and click Edit at the bottom of the screen.
Once editing the package, you can:
- Add New Components
  - Under Components, click Add New.
  - Browse for the desired template you wish to add.
  - Click Save.
    - Other options such as conditions for document components are covered in the Advanced Document Generation guide.
- Add New Reviews
  - Select the review code.
  - Select whether you wish to add or remove.
  - Click Save.

You need to “Always Allow Popups” from this domain for document generation to work correctly.

Navigate to Case File > Documents.
If you are only testing the documents, ensure that “Auto-Verify” is not checked in the top left of the window.
- If Auto-Verify is checked, documents will automatically be added to the notes along with when it was generated and reviews that were added or removed.
Select the document package you wish to generate.
Select the Account and Opponent
- If left blank, the first account and first opponent will automatically be selected.
Click Generate Document
Once the document is generated, you can:
- Edit
- Print
- Save
- Send to Imaging

For more information about generating documents in CMPOnline, view our Advanced Document Generation help file.