Document Generation

This function allows you to create layouts using Microsoft Word and Microsoft Notepad. A layout is a template that sales and service representatives use to generate sales and service transactions, reports, and letters.

Integration

With Mobile Sales Components

To do this	Use this component
Generate sales transactions; for example, generate a report detailing the sales orders over a specified period	Sales Transactions
Create trade promotion and campaign reports, and mass-generate addresses of customers to create a mail merge	Marketing
Generate reports of opportunities	Opportunities

With Mobile Service Components

To do this	Use this component
Generate reports for service orders	Service Orders
Generate reports for service confirmations	Service Confirmation

Features

Create layouts
A layout is based on a document created in Microsoft Word or Microsoft Notepad, with an associated query that fetches data from the database. For more information, see Document Generation Workflow.
Include elements in layouts
- Data elements
  They retrieve data from the database; this data appears in the layout at runtime. You can also include values based on certain calculations performed between fields. For more information, see Data Element Definition.
- Text elements
  These are predefined, language-dependent, static texts. For more information, see Text Element Definition.
- Decision elements
  These elements control values that appear in the layout based on predefined conditions. For more information, see Decision Element Definition.
You can also include other layouts in a layout.
Design layouts
You can structure the elements of a layout and arrange them according to the format you want. For more information, see Layout Design.