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You can specify whether a supporting document details are shown in a generated document. A toggle on the Supporting documents register, Show in generated document, lets you indicate whether the document is shown in a collection table in a generated document based on the collection table type. When you have a supporting document that you do not want to show in a collection table, set the toggle to No. When a document is generated, only the documents that were set to Yes are shown.
A document that is available at more than one level, such as a contract-level document available on the contract and VCO Supporting documents pages, can have a different setting at different levels. For example, you might set the toggle at the contract level to Yes to show in a generated document. You could set the toggle at the VCO level for the same document to No to not show in a VCO document. Contract uses the setting that corresponds to the level of the collection table tags in the template. Using the previous example, Contract shows the supporting document in a collection table as follows:
When you generate a document for a contract, the document is shown because the only collection table type in a contract document is a contract table.
When you generate a document for a VCO that has a contract-level collection table, the document is shown because it is part of a contract-level collection table.
When you generate a document for a VCO that has a VCO-level collection table, the document is not shown, because the document is suppressed at the VCO collection table level.
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9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information